Institutions

OUR PASSION SUPPORTS YOUR FINANCIAL SUCCESS

Institutions

Our Passion Supports
Your Financial Success

Foundations, endowments, corporate funds, and retirement plans rely on Mason for a consistent investment approach designed to increase their probability of success.

Institutional clients appreciate the exceptional level of service and attention Mason’s credentialed professionals provide, our flexible approach, and the range of options offered.

Our Mission Never Wavers

Mason helps institutions plan and invest with conviction, taking an approach designed to eliminate biases and achieve consistent results.

Institutions We Serve

Mason works with community foundations, educational institutions, healthcare entities, arts and cultural organizations, private and family foundations, corporate foundations, social service entities, public funds, and retirement plans.

Investment Approach

Our investment philosopy is rooted in strategic asset allocation combined with a strict rebalancing policy and rigorous manager selection process, all centered around our client’s goals.

Consulting Services

We work with institutional clients on all aspects of their investment management programs through traditional as well as non-discretionary investment consulting.

OCIO Services

Mason seamlessly integrates into your organzation as an Outsourced Chief Investment Officer, providing investment services that include implementation of your investment policy statement, asset allocation, manager selection, performance reporting, and more.

Work with Stewards of Your Investment Success

If you would like personalized attention from a team that understands your organization, contact us about working with Mason.

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& Subscribe Today

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Washington, DC Area Office:

Address: 11921 Freedom Drive, Suite 1000 Reston, VA 20190

info@masoncompanies.com

(703) 716-6000 (Phone)
(703) 716-6020 (Fax)

San Francisco Bay Area Communications:

info@masoncompanies.com

(925) 365-1603 (Phone)
(925) 365-1756 (Fax)

Legal Disclosure

Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc. (“MIAS”). MIAS is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Advisor and has an affiliate, Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org). Registration does not imply a certain level of skill or training.

The information in this website has not been approved or verified by the SEC or by any state securities authority. This is not an offer or solicitation for investment advisory services, or other products or services in any jurisdictions where MIAS is not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.

The information on the website was obtained from sources believed to be accurate, but we do not guarantee that it is accurate or complete. Hyperlinks to third-party websites contain information that may be of interest or use to you. Third-party websites, research and tools are from sources deemed reliable. We do not guarantee accuracy or completeness of the information and makes no assurances with respect to results to be obtained from their use. All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc.

All investments involve risk, and the past performance of a security or financial product does not guarantee future results or returns. There is always the potential of losing money when you invest in securities or investment strategies. Investors should consider their investment objectives and risks carefully before investing. 

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