Mason Investment Advisory Services provides investment consulting services to community foundations, family foundations, private foundations, corporate foundations, retirement plans, and others nationwide. Mason's institutional investment consulting service includes both discretionary Outsourced Chief Investment Officer Services (OCIO), non-discretionary consulting, and data aggregation and consolidated performance reporting for community foundations that incorporate multiple local investment advisors in their portfolios. Services include: investment policy creation/revision, asset allocation design, investment manager searches, performance reporting, data aggregation, committee education, and donor development.