Why Choose Mason Investment Stewardship
Independence: We don’t use proprietary products or “in-house” managers with hidden expenses.
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, timely reporting, and complete support for your Investment Committee and in-house staff.
The Mason Philosophy: a disciplined approach that focuses on managing volatility, enhancing return potential, controlling your costs, and generating consistent results.
It’s easy to get started.
For information on Investment Stewardship, contact Will Thorpe, 703-716-6000 or email email@example.com