Products & Services

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Investment Stewardship for Endowments and Funds

A combination of consulting, independent investment management and continuous oversight that we believe helps Investment Committees responsibly guide their organization’s investments. Some use the term Outsourced CIO or Outsourced Chief Investment Officer to describe this service.

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Investment Management for Individuals

A full range of investment management and monitoring services based on the philosophy that financial assets must be carefully managed to survive and prosper.

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Financial Planning for Executives

A highly personalized approach to corporate sponsored financial planning that provides objective, independent, advice with sensitivity to the corporate sponsor’s interest in retaining key executives.

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Financial Planning for Individuals

Objective, independent, fee-based financial planning advice differentiated by our commitment to exceptional levels of personal service and a focus on an effective, implemented plan.

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Other Mason Services

Other Mason Services include Charitable Giving and Tax Planning and Preparation.

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