MASON INVESTMENT ADVISORY SERVICES, INC.
RESTON, VA

Mason Investment Advisory Services, Inc., founded in 1982, is a boutique investment advisory firm renowned for offering highly customized financial planning, investment management, and charitable giving advice to private individuals, families, and senior corporate executives. Since its inception, Mason has expanded its services to encompass investment consulting for institutions such as foundations, endowments, corporate funds, and retirement plans. These services are offered on both traditional/non-discretionary and outsourced chief investment officer (OCIO) or discretionary bases. Mason operates with the foundational principle of providing straightforward, independent advisory services. This is facilitated by its highly experienced advisors who remain uninfluenced by conflicts that may arise when a firm offers proprietary products. The company emphasizes relationship-based practices for both private client and institutional clients, supported by staff dedicated to delivering exceptional service. The Mason Companies consists of Mason Investment Advisory Services, Inc., a SEC Registered Investment Advisor; Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org); and Mason Associates. Client portals provided by the firm carry an 'as is' and 'as available' condition, with usage at the user's own risk. Passwords and usernames must be securely managed to maintain their confidentiality. For continuity planning, The Mason Companies preparedly anticipate significant business disruptions (SBDs) both internal, like infrastructure damage, and external, such as severe market events or natural disasters. Their plan involves coordinated actions with custodians TD Ameritrade Institutional and Pershing, LLC, ensuring reliable service delivery while maintaining regulatory compliance. Headquartered in Reston, Virginia, within Marion County, Mason is incorporated in Florida under the legal status of For-Profit Corporation (FEI Number: 541211118) since June 5, 2000. Its mailing address is 11921 Freedom Drive, Suite 1000, Reston, VA, 20190, USA. The company maintains communication through various contact numbers and its website can be visited at masoninvestmentadvisoryservices.com. Leadership includes William N Mason III Chair, Scott S. George President, and Chris Schreiner Chief Operating Officer. The last annual report was filed on February 5, 2024.