Investment Philosophy and Process – Private Clients

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 dictates 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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Multi-Step Investment Consulting Process

When we begin a new relationship with you, our work begins with a thorough review of your financial goals and your current investment portfolio. Some clients come to us with a complete financial plan, which we use as a starting point in our multi-step investment consulting process.

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Spending and Payout Consultation

For individuals close to retirement age, a key question is whether or not their portfolios can sustain their spending needs in retirement. Mason’s proprietary research can help answer this question.

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Asset Allocation

Mason’s asset allocation models are designed to match a range of risk tolerance and multiple time horizons. These models have long-term track records of up to nearly 20 years.

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Portfolio Rebalancing

Mason’s research has shown that with a disciplined rebalancing policy, implemented strategically, you may be able to improve your performance and lower your volatility.

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Manager Selection

At Mason, we are independent and objective and we do not follow the crowd. Evidence can be found in the manner with which we research, recommend and monitor each client’s investment vehicles.

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Consolidated Performance Reporting

Performance reporting is a key element of Mason’s service. Mason’s clients receive performance reports that track not just their portfolio positions but also how their assets are allocated and how their assets perform.

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Legal Disclosure

Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.

Mason Investment Advisory Services, Inc. is a SEC registered investment advisor and has an affiliate, Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org).

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Investment Philosophy and Process – Private Clients

Multi-Step Investment Consulting Process

Spending and Payout Consultation

Asset Allocation

Portfolio Rebalancing

Manager Selection

Consolidated Performance Reporting

Contact Us

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Legal Disclosure