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Investment Stewardship for Endowments & Funds
1. Assess the Current Situation
2. Review Investment Policy Statement
Our Approach to Asset Allocation
3. Implement the Portfolio
4. Monitor, Manage & Report
Investment Committee Support
Considerations for Pension Funds
Why Choose Mason Investment Stewardship
Download Our Investment Stewardship Brochure

 




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About Mason Investment Advisory Services  
Mason provides independent investment consulting services to institutional clients including educational institutions, foundations, endowments, religious entities, healthcare organizations, corporate funds, associations and retirement plans.  Mason also provides independent investment consulting and financial planning services nationwide to high net worth individuals.

Mason's Investment Stewardship service includes: investment policy creation/revision, spending policy consulting, asset allocation design, investment manager research, selection, monitoring and reporting.  In addition, Mason provides Committee/Board education and assistance with donor development. 

For more information on Mason Investment Advisory Services or to discuss your specific situation, please click here, contact Will Thorpe, Director of Business Development, at 703-716-6000 x124 or email us at stewardship@masoncompanies.com.

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