We recognize the challenges faced by community foundations. Beyond investment management of your portfolios, you may need assistance with your local investment advisors, data aggregation and/or donor education for your investment management program. Our donor development assistance can help you educate your community about the foundation’s role in local philanthropy. As community foundations have evolved, so have our services. Our goal is to create a service that fits the unique needs of each foundation with which we work.
Mason was founded in 1982, and today our institutional division represents a significant portion of our assets under management. Our institutional practice includes foundations, endowments, corporate funds and retirement plans and we manage short, intermediate and long-term portfolios. As we have expanded over the years, we have built a track record of client retention, investment performance and a knowledge base that may be useful to your staff, committee and board.
Is There a “Best” Service Model?
Mason provides a range of services and service models. We recognize that each committee is unique. Some committees prefer to maintain the final decision-making authority over every manager hire/fire decision, each buy/sell order and every rebalancing opportunity. Other committees prefer to focus more on policy and less on implementation. In either case, Mason has a solution.
Click below for more information about Mason’s investment philosophy and process.
Click below to request more information about Mason’s community foundation services.
Washington, DC Area Office:
Address: 11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)
San Francisco Bay Area Office:
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Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.
The Mason Companies is comprised of Mason Investment Advisory Services, Inc., a SEC Registered Investment Advisor; Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org); and Mason Associates.
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