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Mason Investment Advisory Services, Inc
Claudelle Gehy & Barry Beach
Mason Investment Advisory Services is proud to have served as the investment consultant to the Community Foundation since 2008. Established in 1982, we are a privately owned, full-service investment consulting firm with a national presence. With offices in Reston, Virginia, the San Francisco Bay area as well as outside of Chicago, we monitor and manage approximately $4.2B in assets for institutional clients (charitable entities and for-profit businesses) and approximately $3.5B for private clients nationwide. We work with our institutional clients to assist with all aspects of their investment management needs. Our clients range in assets from approximately $1M to over $1B. We have been listed in Barron’s, Financial Advisor, Financial Times, Forbes, Fortune and Registered Rep due to our asset size and other factors. The Wall Street Journal has also featured us.
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Our investment philosophy is rooted in several principles that we believe drive our success. First, we are independent and do not offer any proprietary products. Second, we focus on forming a solid investment policy and feel that it forms the foundation for decision making based on logic and not emotion. We believe a sound investment policy will help enable our clients’ board and committee members to fulfill their fiduciary responsibilities. Third, we feel you can enhance performance with proper asset allocation and rebalancing policies. Fourth, we believe in further enhancing performance by finding investment managers that accurately fit within the asset allocation. In order to implement the many facets of our philosophy, we developed our Institutional Investment Consulting Service. Some in our business refer to our services as “OCIO” or “Outsourced Chief Investment Officer Services.”
Our clients include other community foundations, family foundations, higher education organizations, social service entities, religious entities, associations, forprofit corporations and public funds. We manage short, intermediate and long-term portfolios as well as operating and reserve funds. We also manage pension funds and provide consulting services to 401(k) and 403(b) plans.
