Great Visit to Vanguard’s Malvern Campus! Last week, Jason Doyle and Stefan Patchan, CFA had the privilege of visiting Vanguard’s headquarters in Malvern, PA. They had the opportunity to meet Vanguard's newly appointed CEO, Salim Ramji, and learn more about the company’s latest innovations. Highlights from the agenda included deep dives into Portfolio Analytics, Advisors Alpha, and Indexing with industry experts. They also had insightful discussions with thought leaders on Munis, International Equities, and the Economic & Market Outlook. The day wrapped up with a tour of the campus and a photo in front of the iconic John Bogle building and statue—an inspiring tribute to Vanguard’s legacy. A big thank you to everyone at Vanguard for hosting the Mason team! We are excited to continue collaborating and working together to drive lasting success for our clients. #MasonInvestmentAdvisoryServices #Vanguard #Leadership #Innovation #Teamwork
Mason Investment Advisory Services, Inc.
金融服务
Reston，VA 1,241 位关注者
Private wealth management, financial planning, and institutional investment firm with over $12.5B in client assets.
关于我们
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.
- 网站
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https://www.masoncompanies.com
Mason Investment Advisory Services, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Reston，VA
- 类型
- 私人持股
- 创立
- 1982
地点
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主要
获取路线
11921 Freedom Drive
Suite 1000
US，VA，Reston，20190
Mason Investment Advisory Services, Inc.员工
动态
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??? Join Allie Gormier, CFP? for Insights on Charitable Giving During the Wealth Transfer We’re thrilled to announce that Allison Gormier, CFP?, President of the Institutional Division at Mason, will be joining us to discuss how the Great Wealth Transfer is reshaping the way clients make charitable decisions. ?? Why Attend? Learn from an industry expert on how to guide clients through intergenerational wealth transitions. Discover practical advice for advising clients on how to maximize their philanthropic impact. Don’t miss out on this opportunity to engage with professionals and elevate your understanding of wealth transfer strategies. ??? Date: November 19, 2024 | 12:00 - 1:30 PM ?? Location: Mason Investment Advisory Services, 11921 Freedom Drive, Suite 1000, Reston, VA ?? FREE to attend - Register today! #WealthTransfer #CharitableGiving #Leadership #AdvisingClients #FinancialPlanning #Philanthropy Please see the link in the comments section to register.
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?? Final Chance to Join Us! ?? Don’t miss our upcoming webinar, “Investing in Private Equity” on Tuesday, November 12th at 12:00 pm ET/9:00 am PT for insights into this alternative investment and how it might fit into your portfolio. Speakers include Jason Doyle, Associate Consultant & Co-Director of Research, and Matthew Krause, CFP?, Financial Planner. Click the link in the comments today to register.
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?? The Great Wealth Transfer is Here: Are You Ready to Advise Your Clients? With $84.4 trillion expected to change hands by 2045, the Great Wealth Transfer is transforming the way clients make financial and charitable decisions. If you’re an advisor or philanthropist, this is a crucial moment to step up and guide your clients through these shifting tides. Join us on November 19th for a FREE lunch event where we’ll explore: ?? How to advise clients on charitable giving during the transfer ?? Tips on creating long-term philanthropic impact ?? Strategies for aligning wealth transfer with charitable goals ?? Date: November 19, 2024 | 12:00 - 1:30 PM ?? Location: Mason Investment Advisory Services, 11921 Freedom Drive, Suite 1000, Reston, VA Don’t miss this opportunity to learn and network! Please see the link to register in the comments. #GreatWealthTransfer #CharitableGiving #Philanthropy #FinancialAdvisors #WealthManagement #FutureOfGiving #AdvisoryServices
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Mason Investment Advisory Services, Inc.转发了
?? The Great Wealth Transfer is Here: Are You Ready to Advise Your Clients? With $84.4 trillion expected to change hands by 2045, the Great Wealth Transfer is transforming the way clients make financial and charitable decisions. If you’re an advisor or philanthropist, this is a crucial moment to step up and guide your clients through these shifting tides. Join us on November 19th for a FREE lunch event where we’ll explore: ?? How to advise clients on charitable giving during the transfer ?? Tips on creating long-term philanthropic impact ?? Strategies for aligning wealth transfer with charitable goals ?? Date: November 19, 2024 | 12:00 - 1:30 PM ?? Location: Mason Investment Advisory Services, 11921 Freedom Drive, Suite 1000, Reston, VA Don’t miss this opportunity to learn and network! Register in the link in the comments. #GreatWealthTransfer #CharitableGiving #Philanthropy #FinancialAdvisors #WealthManagement #FutureOfGiving #AdvisoryServices
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?? The Great Wealth Transfer is Here: Are You Ready to Advise Your Clients? With $84.4 trillion expected to change hands by 2045, the Great Wealth Transfer is transforming the way clients make financial and charitable decisions. If you’re an advisor or philanthropist, this is a crucial moment to step up and guide your clients through these shifting tides. Join us on November 19th for a FREE lunch event where we’ll explore: ?? How to advise clients on charitable giving during the transfer ?? Tips on creating long-term philanthropic impact ?? Strategies for aligning wealth transfer with charitable goals ?? Date: November 19, 2024 | 12:00 - 1:30 PM ?? Location: Mason Investment Advisory Services, 11921 Freedom Drive, Suite 1000, Reston, VA Don’t miss this opportunity to learn and network! Register in the link in the comments. #GreatWealthTransfer #CharitableGiving #Philanthropy #FinancialAdvisors #WealthManagement #FutureOfGiving #AdvisoryServices
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Don’t miss our upcoming webinar, “Investing in Private Equity” on Tuesday, November 12th at 12:00 pm ET/9:00 am PT for insights into this alternative investment and how it might fit into your portfolio. Speakers include Jason Doyle, Associate Consultant & Co-Director of Research, and Matthew Krause, CFP?, Financial Planning Associate. Click the link in the comments today to register.
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Does working with Mason improve your well-being? That’s our goal, and the reason we recently hosted a Wealth & Wellness event for women about “Empowering Your Future Through Self-Care” with speakers who addressed a range of topics. Guests also enjoyed a wine tasting! If you missed this event and want to make sure you receive an invitation to the next one, click the link in the comments and subscribe to our mailing list! ? ?https://lnkd.in/e4spx7aM
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We’re excited to announce that Mason Investment Advisory Services has achieved 61st place in Barron’s “2024 Top 100 RIA Firms,” climbing 16 spots from last year! This recognition reflects our unwavering commitment to wealth management and the trust our clients place in us. A big thank you to our incredible team and valued clients for making this achievement possible. Read more about our recognition and what it means for our clients: https://lnkd.in/eYqDH9JX
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Mason Investment Advisory Services, Inc.转发了
In recent decades, investors have been including private equity in their asset allocation. If you’d like to learn more about this asset class, how to incorporate it into your portfolio, and Mason’s unique approach, please click the link in the comments to join me and my colleague, Matthew Krause, CFP?, Financial Planning Associate, for our “Investing in Private Equity” webinar on Tuesday, November 12th, 12:00 – 1:00 pm ET (9:00 am – 10:00 am PT)
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