4. Monitor, Manage, and Report

We recognize that your time is a precious resource.

We continually monitor your portfolio, reviewing each manager’s portfolio and performance on a monthly basis against our strict set of performance and qualitative criteria to look for timely indications of when a manager should be evaluated for possible replacement. In addition, we regularly review your actual portfolio allocation against your recommended targets, to identify opportunities for rebalancing – which helps to reinforce the discipline of buying low and selling high.

We communicate frequently and provide convenient and comprehensive reporting to enable you to easily manage and track your investment performance including:

• Consolidated reporting covering all of your managers in addition to regular statements from your custodian showing your account activity.
  
  
• Consolidated performance evaluations, enabling you to assess the effectiveness of your investment strategy.
  
  
• Regular performance review meetings, with more frequent discussions if circumstances indicate, where we proactively recommend the changes we believe will benefit your portfolio – (or take action on your behalf if we are operating under limited discretion).

Throughout the process, you will have a dedicated Mason investment representative, backed by a team of analysts and operational specialists.

Our Goal: To make sure you receive the attention and responsiveness you expect, and the peace of mind you deserve.

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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