With Mason’s traditional investment consulting services, we work with our institutional clients’ staff, committees and boards on all aspects of their investment programs. Our consulting process includes all of the work necessary to allow a client to make key investment decisions. Your organization maintains the final decision-making authority on asset allocation, manager selection and rebalancing recommendations from Mason. Our role is to work with your committee to provide the data you need to make an informed decision.
Our process includes advice, consultation and services related to:
- Investment Policy Statements.
- Spending and distribution policies.
- Asset allocation.
- Portfolio rebalancing.
- Manager selection.
- Performance reporting and data aggregation.
Mason is a full-service investment consulting firm with broad resources and capabilities. We have designed multiple services and service models to meet the differing needs and requirements of our institutional clients.
Click below for more information about Mason’s investment philosophy and process.
Click below to request more information about Mason’s traditional consulting 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:
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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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