The Mason Companies
  • About Us
    • Company Overview
    • Key Personnel
    • News & Announcements
    • Recognition
    • Career Opportunities
    • Business Continuity Notice
  • Services
    • Services Overview
    • Private Clients
    • Institutions
  • Thoughts
    • Thoughts Overview
    • Investment Philosophy and Process – Private Clients
    • Investment Philosophy and Process – Institutions
    • Research
  • Client Portals
    • Mason Client Portal
    • TD Ameritrade Client Portal
    • Pershing Client Portal
  • Contact Us
  • Search
  • Menu
  • Linkedin
  • Twitter

Investment Management

You are here: Home / Services / Private Clients / Investment Management

Investment Management

At Mason, we understand that it takes time to get to know a client well enough to determine the appropriate steps toward meeting their unique financial goals.  When you become a client, we begin with you, not with your assets.  Mason has the services and capabilities of a larger company combined with the atmosphere and personal touch of a boutique firm.  If you do not wish to entrust your hard-earned savings to a small firm with limited resources and experience but you are also uncomfortable with being just one of thousands of clients of a large institution, then Mason may be ideally suited to your needs.

When you become a Mason client, your advisor will take you through a thoughtful process that begins with an assessment of your unique goals.

Click below for more information about Mason’s investment philosophy and process in our work with individuals.

Learn More about Our Philosophy and Process

Click below to request more information about Mason’s investment management services.

Request More Information
  • Investment Management for Private Clients
  • Financial Planning for Wealthy Individuals
  • Financial Planning for Executives
  • Tax Planning and Preparation
  • Charitable Giving

Contact Us

Washington, DC Area Office:

Address: 11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
info@masoncompanies.com
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)

 

San Francisco Bay Area Office:

Address: 2400 Camino Ramon, Suite 350, San Ramon, CA 94583
info@masoncompanies.com
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)

Sign up for updates

Legal Disclosure

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.

PRIVACY POLICY

© Copyright 2018, Mason Investment Advisory Services, Inc. All Rights Reserved.
  • Linkedin
  • Twitter
Scroll to top
X

Amid the news about the coronavirus (COVID-19) and its impact on people and the markets, we at Mason are here for you, assisting in any way we can to address and support your needs; to be available to you; to listen and to navigate this together. We are committed to providing you with all of the service that we have provided to you in the past. The virus’ impact on the markets has caused people to worry and we’re here to assist you and answer any questions you might have. We are also concerned about the health and safety of our employees and our communities.

Mason is acting with appropriate caution for our office staff. Although our physical office will remain open, we are allowing employees to work from home if they feel that they need to do so. We have a formal Business Continuity Plan in place to accommodate employees working from home, with no business interruption. We are practicing the appropriate social distancing pursuant to the guidance from the government and health officials. We’ve taken precautions to help keep our employees healthy, including suspending travel and encouraging them to stay in touch with each other and our clients through phone calls, emails, screen sharing and video conferencing. We are providing our employees with technology equipment to allow them to do so.

We are dedicated to continuing to act in the best interests of our clients and our employees and hope that you all stay healthy in the weeks to come. We will continue to be in touch with you as the situation evolves.