The Mason Companies provides a full range of investment management and monitoring services for our individual clients and their families. Together we share a common philosophy – that financial assets must be carefully managed to survive and prosper. At The Mason Companies, we believe that our counsel must be objective, and that recommendations must be based solely on what we believe will best help our clients meet their goals. Therefore we do not offer proprietary products – this leaves us free to search the marketplace for investment alternatives for our clients that meet our strict due diligence requirements for consistency of performance.
The Mason Companies 4 Step Process
- Assess Your Goals and Current Situation
- Design a Personal Investment Philosophy
- Implement the Portfolio
- Monitor, Manage and Report
A trusted financial counselor can be an invaluable asset in preserving and enhancing life’s hard won gains.
For information on Investment Management for Individuals, Families and Trusts, contact Scott George, 703-716-6000 or email email@example.com.