Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit.

Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis.

Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.


Venture Capital

Investment Management

Consulting

Mason Investment Advisory Services, Inc.

Scott George

Matthew Williamson

Keenan Bailey

Ayveel Robinson

William M. Courson

Barry Beach

Christopher Schreiner

Judie Birchfield

John Irvine

Will Thorpe

Financial Planning Team

Leadership Team

Portfolio Management Team

Compliance and Tax Team

Information Technology

Marketing and Business Development Team

Teams at Mason Investment Advisory Services, Inc.