Investment Management - Whitefish Community Foundation
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Investment Management

Mason Investment Advisory Services, Inc. provides independent investment consulting services to private clients and nonprofits/institutions nationwide.  Of Mason’s 70 nonprofit/institutional clients, 40 are Community Foundations.  Mason manages approximately $5.3B in assets in total including $2.5B in their institutional practice.  Community Foundations represent $1.3B of their total assets under management.

Mason’s Investment Stewardship service combines what Mason believes to be the best elements of consulting, independent investment management, and continuous monitoring and oversight to help Investment/Finance Committees and Foundation staff members effectively and responsibly guide their organization’s investments.