Private and Family Foundations
Private and family foundations have unique needs and spending requirements. Intergenerational issues can weigh heavily on decision makers of family foundations. We believe that Mason’s history with wealthy individuals and families can benefit your organization. For private foundations, strict guidelines related to spending policy may limit your flexibility in asset allocation design. Mason has a long history of service to private individuals and families. We will blend our understanding of family wealth management and institutional portfolio construction to deliver a service that we believe is the right fit for you.
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 private and family 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:
Sign up for updates
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.
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.