Social Services Entities
Many communities have created social service organizations to serve the needs of community residents. Your organization’s investments and spending plan are key to maintaining the mission and vision of the organization. For entities with endowment assets, Mason may have the right solution for balancing the needs within your community today with the goal of maintaining your endowment assets into the future. Mason’s consultants can work with your organization to design a plan that allows for reasonable spending today while maintaining purchasing power into the future. Tomorrow’s most pressing issues may not be known today. You plan to be there – Mason plans to help.
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 services for social services entities.
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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