Educational Institutions
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.
Contact Us
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)
Sign up for updates
Legal Disclosure
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).
All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc.
All client portals are provided on an “as is” and “as available” basis. Use of these websites is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Using the portal requires the use of a password and a user name. Please take appropriate security measures to maintain the confidentiality of your password and username.