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Some clients come to us with a complete financial plan, which we use as a starting point for our  investment management process. For clients who have not yet developed a financial plan, we offer fee-based financial planning services if desired. In each case, we meet with you to thoroughly understand your financial goals, and especially their impact on your cash flow and investment requirements.
Our assessment continues with a thorough review of your current portfolio of investments. The Mason Companies believes that a sound asset allocation strategy is fundamental to successful investment performance, so we review the allocation of your existing portfolio(s), to explore your actual, as opposed to theoretical, investment strategy and risk exposure.
We then look at other important investment considerations: closely held stock or large positions in company stock; corporate options; self-directed assets or investments in pension plans, deferred compensation plans, and corporate 401K, SEP or similar retirement plans; your tax situation, and any anticipated changes to your investment situation or cash requirements.
For information on Investment Management for Individuals, Families and Trusts, contact Scott George, 703-716-6000 or email invest@masoncompanies.com.
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