In today’s investment consulting environment, specifically in education, the role of a chief investment officer is often outsourced to a third-party advisor like Mason. Mason provides investment consulting services to educational institutions in higher education and for independent schools. With an Outsourced Chief Investment Officer, or OCIO, a foundation or endowment’s staff can leverage the skill and expertise of an on-call investment office without the administrative burden and expense of on-site staff. For organizations that prefer to maintain the final decision-making authority on manager selection and portfolio rebalancing, Mason offers a traditional or non-discretionary service model.
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 educational institution services.
Washington, DC Area Office:
Address: 11921 Freedom Drive, Suite 1000, Reston, VA, 20190
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)
San Francisco Bay Area Communications:
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)
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Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.
Mason Investment Advisory Services, Inc. is a SEC registered investment advisor and has an affiliate, Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org).
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