For local-run and/or state-run public organizations with defined benefit, defined contribution or other long-term funds, Mason can help you structure your Investment Policy Statement (IPS), asset allocation and rebalancing plan and help you select investment options to assist you in meeting the long-term goals of your organization. As an advisor to your organization’s retirement plan committee and key staff, Mason will work to help you with all aspects of your investment program. Mason’s extensive research on spending and distribution policy can be applied to your asset/liability matching process. Mason will assist your organization in meeting the needs of your current and future plan beneficiaries.
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 public funds 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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