Independence – no proprietary products or “in-house” managers with hidden expenses.
Our Long Term Perspective – wealth needs to be carefully managed. We ignore “hot” trends and focus on time-tested principles in our approach to meeting your investment needs.
Our Financial Planning Orientation – we understand how your cash flow needs change over time, and can help design an investment program that is sensitive to these needs.
Disciplined Due Diligence – to identify managers that invest consistently within their stated style and compare favorably with their peers, so your allocation strategy is less likely to be corrupted by managers who invest off-style.
Proactive Recommendations – that are specific, action-oriented, and based on sound data to support good decisions vs. simply providing a “menu of options” to review.
Top Level Customer Service – crafted specifically for you – that includes efficient execution, and timely reporting, and that values one of your most precious resources – your time.
The Mason Philosophy – a disciplined approach that focuses on reducing volatility, enhancing return potential, controlling your costs, and generating consistent results.
It’s easy to get started.
For information on Investment Management for Individuals, Families and Trusts, contact Scott George, 703-716-6000 or email firstname.lastname@example.org.