Traditional Consulting

Traditional Consulting

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.