Investment Philosophy and Process

Mason’s investment philosophy is rooted in strategic asset allocation combined with a strict rebalancing policy and a rigorous manager selection process. Once a new client’s objectives and risk tolerance have been determined, we craft what we believe is an appropriate asset allocation and implementation strategy, which will include specific investment fund recommendations.


Mason is an independent Registered Investment Advisory (RIA) firm with no proprietary products or “in-house” managers with hidden expenses. We believe in taking a long-term perspective, ignoring “hot” trends and focusing on time-tested principles in our approach to meeting our clients’ needs. Our financial planning orientation leads to disciplined due-diligence for our investment management.

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