Institutions

35

Years of Company History

800+

Private, Family and Institutional Clients

7.2B+

Total Mason Assets Under Management

42

States with Mason Clients

Institutional Services

With Mason’s traditional or non-discretionary investment consulting service, we work with our clients on all aspects of their investment management programs.  With our traditional consulting service, it is the client’s responsibility to approve and implement each manager recommendation and each portfolio rebalancing opportunity.

With Mason’s OCIO or discretionary investment consulting service, we work with our clients on all aspects of their investment management programs.  With our OCIO consulting service, we take the responsibility to implement each manager recommendation and each rebalancing opportunity.

For traditional consulting or OCIO institutional clients, Mason provides data aggregation and consolidated reporting.  If you have more than one custodian and need help with your reporting process, Mason can help.

For organizations with defined contribution, defined benefit or other types of retirement plans, Mason can help.  As an advisor to your company’s retirement plan committee and key staff, Mason will work to help you on all aspects of your investment program.

Institutional Clients

Community foundations are unique entities located in small and large communities around the country.  As one of the leading investment consultants to these entities, Mason may have the right solution for you, delivered in the right way.

In higher education and within private K-12 schools, the outsourcing of investment consulting services to OCIOs like Mason is growing rapidly – but what does an OCIO do and how are they different?  Mason’s solution may be the right one for your organization.

For organizations focused on arts and culture, Mason may have a solution for you. Your organization’s focus is where is should be – on the arts.  Mason’s role is to blend the art and science of asset allocation, rebalancing and manager selection with a disciplined approach to overall portfolio management.

For private and family foundations, Mason may have a solution that fits your needs.  Private foundations may wrestle with how to balance their spending restrictions with their asset allocation plans.  For family foundations, Mason understands how intergenerational issues can complicate your goals.

In today’s complicated and ever-evolving healthcare environment, one thing has not changed – your portfolio still needs to be managed properly in order to protect and grow your assets and create spending for today and into the future.

For corporate foundations with long term endowment assets, Mason may have a solution.  If your committee is seeking a partner to help with investment policy, asset allocation and help with your spending policy decisions, Mason may be the right choice.

For social services entities with endowment assets, Mason may have the solution.  Your investment and spending plan is the lifeblood of your organization’s mission and vision.  With a partner like Mason, your vision could be maintained for the long-term.

For local and or state run public organizations with defined benefit and or defined contribution plans, Mason can help.  As an advisor to your organization’s retirement plan committee and key staff, Mason will work to help you on all aspects of your investment program.

Mason has worked with wealthy private clients since we were founded in 1982.  For family offices, we offer our combined expertise in both family wealth investments and institutional level portfolio management and services.

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