Mason Investment Advisory Services, Inc. is a privately owned investment advisory firm with a national scope. As of 12/31/25, Mason manages approximately $15.6B in total assets, including $4.8B in Community Foundation assets.
Mason has a rich history of working specifically with community foundations, spanning over 27 years and including partnerships with 54 community foundations nationwide. This extensive experience equips Mason to navigate the challenges and opportunities that community foundations face, helping Investment/Finance Committees and Foundation staff members effectively and responsibly guide their organization's investments.
