3. Implement the Portfolio

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 our recommendations.

• Our implementation plan reflects your Personal Investment Philosophy, and uses managers that we believe carefully match each recommended asset allocation category and are appropriate to your portfolio size. All recommended managers and funds must pass our strict due diligence requirements for consistency of performance and style and for cost effectiveness.
  
  
• We consider tax and other timing issues, as well as the retention of existing managers that meet our due diligence requirements in order to minimize the unintended consequences of portfolio transition.
  
  
• Where an individual asset class is large enough, we typically recommend a minimum of two managers with complimentary approaches to achieving success in that asset class. Our research shows that this has significant potential to enhance returns and reduce volatility, while still maintaining compliance with your asset allocation strategy.
  
  
• You may choose to use our broker/dealer, Mason Securities, Inc., where we are able to execute and consolidate all transactions and reporting to minimize your execution costs as well as cumbersome multiple custodians and brokers. Alternatively we can work with your existing custodians to provide consolidated reporting.

What’s important to you is important to us.

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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