Reston, VA, July 14, 2025 — Mason Investment Advisory Services, Inc. (Mason), a registered investment advisory and financial planning firm based in Reston, Virginia, has been ranked on Pensions & Investments’ 2025 Largest Managers of Outsourced Assets list. This prestigious annual ranking is part of P&I’s comprehensive Investment Outsourcing Report, which measures worldwide institutional outsourced assets under management with full and partial discretion. The ranking was based on data for the 12-month period ending March 31, 2025, and awarded on July 14, 2025.
Pensions & Investments’ annual survey serves as the ranking of firms providing comprehensive outsourced chief investment officer (OCIO) services to institutional clients. For more information about the rankings, see the Pensions&Investments website.
According to Pensions & Investments, an outside provider manages all or most of a plan’s administrative functions and investment portfolio, such as asset allocation, manager selection and monitoring, and custodian selection; the level of discretion and fiduciary responsibility assumed by the provider may vary by client. Alternate terms for investment outsourcing are outsourced-CIO services, fiduciary management outsourcing and implemented consulting.
Mason’s ranking places the firm among an elite group of investment managers nationwide that successfully manage significant outsourced assets for sophisticated institutional clients, including endowments, foundations, pension plans, and other complex organizations. This achievement demonstrates Mason’s proven ability to attract and retain substantial institutional assets under discretionary management while successfully navigating complex multi-asset portfolios in today’s dynamic market environment.
“This recognition validates our strategic focus on providing comprehensive investment solutions to institutional clients,” said Allison Gormier, President — Institutional Division and Senior Investment Consultant at Mason Investment Advisory Services.
About Mason Investment Advisory Services, Inc.
Founded in 1982, Mason works with private individuals, families, and institutions (foundations, endowments, corporate funds, and retirement plans) in 46 states and in DC, is independently owned, and does not offer any proprietary products. Mason has approximately $14.3 billion in assets under management, as of June 30, 2025. Mason is an investment advisor registered with the SEC. Please note that SEC registration does not imply a certain level of skill or training.
Disclosures
For additional information about industry awards, rankings, and methodologies used by ranking authorities. please see https://masoncompanies.com/awards-disclosures/. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Mason nor its investment professionals paid to participate in the award or ranking. The awards or rankings are based upon specific criteria and methodology and are not related to the quality of investment advice provided by the firm or its investment professionals.
