Mason’s investment philosophy is rooted in strategic asset allocation combined with a strict rebalancing policy and a rigorous manager selection process.  We advise our clients on the use of third-party investments.  We do not utilize any proprietary products.  An additional aspect of our philosophy is that we do not engage in market timing and we believe that there are no reliable methods to predict market trends.  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.

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