Mason is devoted to comprehensive investment management and consulting for endowments, foundations and other institutional portfolios and financial planning and wealth management for individuals. Mason works with many types of institutional clients including: Community Foundations, Family Foundations, Higher Education Organizations, Social Services Entities, Religious Entities, Associations and for-profit Corporations.  Mason manages short-term, intermediate-term and long-term portfolios as well as operating reserve funds.

Performance management is reviewed by the Asset Management Committee on an ongoing, regular basis per the criteria in the investment policy statement.