Thorpe Mason's Investment Advisory: Navigating The Markets With Will Thorpe

Mason Investment Advisory Services is a private wealth management, financial planning, and institutional investment firm with over $10.5 billion in client assets. Founded in 1982, the company provides highly customised financial planning, investment management, and charitable giving advice to private individuals and families. Mason also offers financial planning to senior corporate executives as a corporate benefit. The company's institutional practice includes foundations, endowments, corporate funds, and retirement plans, with services offered on a traditional, non-discretionary, outsourced chief investment officer (OCIO), or discretionary basis. With a client-to-advisor ratio kept low to ensure accessibility and availability, Mason is committed to providing straightforward, independent advice based on sound, time-tested principles and data.

Private wealth management

Mason Investment Advisory Services provides private wealth management services to individuals and families. The company was founded in 1982 to offer highly customized financial planning, investment management, and charitable giving advice to private clients. Mason's services are relationship-based and backed by a team of experienced professionals who provide each client with extraordinary service and attention.

Mason's private wealth management services include financial planning, investment management, tax planning, estate planning, cash flow management, and philanthropic planning. Their financial planning services help clients create comprehensive financial plans that consider their goals, risk tolerance, and time horizons. This includes retirement planning, education funding, and estate planning.

Mason's investment management services involve overseeing and growing clients' investment portfolios. They select suitable investments, make asset allocation decisions, and continuously monitor and adjust portfolios based on market conditions and client preferences.

The company's tax planning services develop tax-efficient strategies to minimize clients' tax liabilities, including strategies for capital gains, income, and estate taxes. Their estate planning services assist clients in structuring their estates efficiently to pass on wealth to heirs or charitable organizations using tools such as trusts and wills.

Additionally, Mason helps clients manage their cash flow through budgeting, expense tracking, and optimizing cash reserves for liquidity needs. They also assist in philanthropic planning by structuring charitable donations and providing strategies for charitable giving.

Mason's private wealth management fees are typically based on a percentage of assets under management, but they also offer other fee structures, such as fixed or flat fees, hourly rates, or performance fees.

The advantages of Mason's private wealth management services include personalized financial strategies, expertise in complex financial markets, and proactive management of investments. However, the fees associated with these services can be relatively high, and there may be limitations in the range of investment options offered.

Financial planning

Mason Investment Advisory Services, Inc. (MIAS) is a private wealth management, financial planning, and institutional investment firm. It was founded in 1982 to provide private individuals and families with highly customised financial planning, investment management, and charitable giving advice.

MIAS offers financial planning services to senior corporate executives at companies that sponsor financial planning as a corporate benefit. The company's financial planning services are also available to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable institutions, foundations, and endowments. Notably, MIAS does not have a minimum account size requirement.

MIAS's investment approach is based on long-term strategic allocation plans, rigorous rebalancing policies, and a manager selection process. The firm recommends allocation strategies based on each client's financial situation and preferences, including up to sixteen asset classes diversified by objective and investment style.

For financial planning, fees range from $6,000 to $25,000. MIAS also offers a fee schedule for investment management services based on the client's total assets under management.

MIAS has been recognised by various organisations for its performance and client service. It was included in Barron's list of the top 50 registered investment advisors and recognised in the Wealthmanagement.com RIA Edge 100 list, which highlights firms with impressive growth rates, excellent client ratios, and a high number of CFP certifications.

MIAS is committed to providing independent, straightforward financial advice to its clients, helping them make sound financial decisions.

Investment consulting

Will Thorpe, Chief Marketing and Development Officer at Mason Investment Advisory Services, attributes the company's success to its unique and independent approach to asset allocation, rebalancing, and manager selection. This approach has helped Mason Investment Advisory Services avoid the issues arising from the heavy use of hedge funds and private equity, which the company does not recommend to its clients.

Mason Investment Advisory Services was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management, and charitable giving advice. Over the years, the company has expanded its services to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans.

The company's institutional consulting services are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis. This flexibility ensures that institutions can choose the level of involvement that best suits their needs.

Mason's investment consulting services are based on the principle of providing straightforward, independent advice. The company's advisors are highly experienced and trusted, offering advice based on sound, time-tested principles and data. This data-driven approach empowers clients to make sound financial decisions with confidence.

In addition to its institutional consulting services, Mason also provides private client financial planning and investment management services. The company's private client practice includes wealthy individuals and corporate executives from across the country. By maintaining a low client-to-advisor ratio, Mason ensures that each client receives dedicated service and attention, addressing their unique objectives and concerns.

Retirement planning

Mason's retirement planning services are designed to help clients achieve their retirement goals, whether that means travelling the world, buying a second home, or pursuing new hobbies. They offer comprehensive financial planning to ensure that their clients are on track to meet their savings goals and can enjoy the retirement they envision.

The company's investment approach is based on long-term strategic allocation plans, rigorous rebalancing policies, and a careful manager selection process. They take into account each client's financial situation and preferences when making allocation recommendations, which can include up to sixteen asset classes diversified by objective and investment style. Mason primarily invests in mutual funds but also utilises bonds, cash, and cash equivalents.

In addition to investment management, Mason offers a range of other services that can be beneficial for retirement planning. These include cash flow and budgeting, insurance analysis and risk management, and tax and estate planning. The company also provides monitoring and quarterly reviews to ensure that clients' financial plans remain on track.

Mason Investment Advisory Services is committed to providing independent and straightforward advice, and their advisors have a range of qualifications, including chartered financial analyst (CFA), accredited investment fiduciary (AIF), and certified financial planner (CFP) designations. The company has over $7 billion in assets under management and serves clients across more than 40 states.

Data-driven advice

Will Thorpe, Chief Marketing and Development Officer at Mason Investment Advisory Services, attributes the company's success to its unique and independent approach to asset allocation, rebalancing, and manager selection. This data-driven advice is based on sound, time-tested principles and is tailored to each client's needs.

Mason Investment Advisory Services was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management, and charitable giving advice. Over the years, the company has expanded its services to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans.

The company's institutional consulting services are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis. This flexibility ensures that clients can choose the level of involvement that best suits their needs.

Mason's data-driven advice is supported by a highly experienced staff dedicated to providing each client with extraordinary service and attention. The company keeps its client-to-advisor ratio low to ensure accessibility and availability to its clients. This approach allows Mason's advisors to develop strong relationships with their clients and gain a deep understanding of their financial goals and objectives.

By combining data-driven advice with a personalized approach, Mason Investment Advisory Services offers its clients the best of both worlds: sound financial strategies based on empirical evidence and a tailored plan that considers each client's unique circumstances. This dual approach has led to the company's success and recognition, including being listed in Barron's top 50 registered investment advisors.

In conclusion, Will Thorpe's leadership at Mason Investment Advisory Services demonstrates a strong commitment to data-driven advice, backed by experienced professionals who prioritize client relationships and accessibility. This combination of data-driven strategies and personalized service has established Mason as a trusted and successful investment advisory firm.

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