Mason Investment Stewardship combines the elements of consulting, independent investment management, and continuous oversight that we believe help Investment Committees effectively and responsibly guide their organization’s investments. Some use the term Outsourced Chief Investment Officer to describe this service.We believe that an Investment Committee can best fulfill its fiduciary responsibilities by focusing on setting effective policy and by carefully monitoring implementation and performance to ensure that policy is consistently and accurately followed. Investment Stewardship helps the Investment Committee by providing consulting, investment management, reporting and analysis services in support of this role.Independence: We don’t use proprietary products or “in-house” managers with hidden expenses.Disciplined Due Diligence: To identify managers that invest consistently within their stated style and compare favorably with their peers, so your allocation strategy is less likely to be corrupted by managers who invest off-style.Proactive Recommendations: That are specific, action-oriented, and based on sound data to support good decisions vs. simply providing a “menu of options” to review.Top Level Customer Service: crafted specifically for you – that includes efficient execution, timely reporting, and complete support for your Investment Committee and in-house staff.The Mason Philosophy: a disciplined approach that focuses on managing volatility, enhancing return potential, controlling your costs, and generating consistent results.

Lancaster Pollard Investment Advisory Group exclusively helped non-profit organizations optimally position and maintain their investment portfolio to last the life of their mission by managing total financial risk. Acted as an outsourced Chief Investment Officer for nonprofit institutional clients.