Mason Investment Advisory Services, Inc. is a boutique investment advisory firm based in Reston, Virginia. Here are some key points about the company: - Founding and History: Mason was founded in 1982 with the goal of providing highly customized financial planning, investment management, and charitable giving advice to private individuals and families. Over time, it expanded its services to include investment consulting for institutions such as foundations, endowments, corporate funds, and retirement plans[3][4]. - Services and Approach: Mason offers its services on both a traditional/non-discretionary basis and an outsourced chief investment officer (OCIO) or discretionary basis for institutions. The firm emphasizes providing straightforward, independent advice without conflicts of interest from proprietary products. It uses a goals-based, client-centric, comprehensive, and process-driven approach to financial planning and investment management[3][4]. - Recognition and Assets: Mason has been recognized in Barrons Top 100 RIA Firms for several years, climbing to 61st place in 2024. As of December 31, 2024, Mason managed approximately $13.25 billion in assets and served clients in 45 states and Washington, D.C.[2][4]. - Structure and Employees: Mason is independently owned and employs about 65 people. It operates primarily from its headquarters in Reston, Virginia[3].