Mason Celebrates 20 Years as an Outsourced Chief Investment Officer
Mason Investment Advisory Services, Inc., a Reston, VA based investment consulting firm serves over 80 institutional clients across the country.
Dec 06, 2018, 11:23 ET
RESTON, Va., Dec. 6, 2018 /PRNewswire/ -- Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm, is proud to celebrate 20 years of service as an Outsourced Chief Investment Officer (OCIO.) Mason was hired by their first institutional client in 1998 and since then they have built a national institutional consulting practice with clients in 26 states and the District of Columbia. https://masoncompanies.com/
"We are proud of our long-term institutional client growth and client engagement over the past 20 years. In 1998, we were primarily a financial planning and private client investment management firm. Today, our institutional practice represents approximately half of our assets under management and is the fastest growing part of our business," said Scott George, Chief Investment Officer.
Mason's institutional practice includes: community foundations, educational institutions, arts and cultural organizations, private and family foundations, healthcare and social services entities, corporate foundations, public funds, and family offices. In addition to Mason's OCIO services, they also provide services on a traditional or non-discretionary basis. https://masoncompanies.com/services/institutions/
"We look forward to many more years of client service, growth, and expansion into new regions. We continue to believe that our success and growth are rooted in our deep client relationships and the strength of our team," said Will Thorpe, Chief Marketing and Development Officer.
Founded in 1982, Mason works with institutions, (foundations, endowments, corporate funds and retirement plans) private individuals and families in more than 40 states, is independently held and does not create any proprietary products. Mason, an investment advisor registered with the SEC, has over $7 billion in assets under management. Please note that SEC registration does not constitute an endorsement of the firm by the Commissioner nor does it indicate that the firm's advisors have attained a particular level of skill or ability.
SOURCE Mason Investment Advisory Services, Inc.