2. Design Your Personal Investment Philosophy

We believe that a disciplined approach to investing helps to prevent many of the disappointments that arise when investors try to chase trends or time markets.

A thoughtful Personal Investment Philosophy helps guide your investment decisions by providing a long term perspective with clear criteria to guide your decisions and covers:

• Risk Tolerance: a measure of your comfort and ability to sustain additional volatility in returns in order to experience a potential likelihood of greater returns;
  
  
• Performance Criteria: the benchmarks that you will use to evaluate investment managers;
  
  
• Tolerance Levels for temporary periods of below benchmark performance by historically strong managers;
  
  
• Restrictions or preferences that should be considered;
  
  
• A Detailed Asset Allocation Strategy that reflects your specific situation: your investment goals, and expected cash flows.
  
  
• Communication and customer service requirements, including your preferred frequency of performance reviews;
  
  
• Account Discretion that you wish for The Mason Companies to exercise on your behalf, and
  
  
• Key Dates – based on your specific situation – for discussions of tax issues, cash inflows and outflows, and other key events that may impact your investment portfolio.

A clearly stated philosophy is the basis for a solid, long term relationship.

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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