At Mason, our research is conducted on an internal and independent basis.  In coordination with our full Mason Investment Committee and the Investment Subcommittee, our Director of Research leads a team of analysts who assist on all aspects of our private client and institutional research.

Our research is centered around our focus on asset allocation, manager selection, spending policy and sustainable withdrawal studies, portfolio rebalancing methodology and other portfolio management issues.  We conduct ongoing studies and research on many topics for your consideration.  In this section of our website, we highlight some of our studies and papers.