3. Implement the Portfolio

We implement portfolio recommendations with sensitivity to minimizing the unexpected consequences of a portfolio transition.

Our recommended implementation plan will use managers that carefully match each recommended asset allocation category and that pass strict due diligence requirements for consistency of performance and style as well as for cost effectiveness. We also review your existing managers against these criteria and identify those you may wish to review. We can continue to work with existing managers that meet your requirements in order to minimize the unexpected consequences of a portfolio transition.

Where appropriate, we recommend investing with a minimum of two managers representing complimentary approaches to that particular style category– for example a fundamental and quantitative pair of managers for growth equities. We find that this has significant potential to enhance returns and reduce volatility, while still maintaining compliance with your IPS.

You may choose to use our affiliate, Mason Securities, Inc. to implement your portfolio or we can work with your existing custody agents.

We are an independent company that puts our customers’ interests first. We do not use proprietary products or managers with hidden fees or expenses, or consider the availability of trailer compensation in developing our recommendations.

For information on Investment Stewardship, contact Will Thorpe, 703-716-6000 or email stewardship@masoncompanies.com

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