Malvern, PA Office

Mason Investment Advisory Services, Inc. (MIAS) is an SEC-registered investment adviser that manages approximately $15.67 billion for about 1,063 clients through a team of 31 advisors. The firm provides fee-based financial planning, separately managed accounts, portfolio management for individuals (including high‑net‑worth clients), and institutional services such as outsourced chief investment officer (OCIO) engagements for nonprofit organizations, foundations, corporate entities and pension plans.

MIAS’s investment approach emphasizes strategic, long‑term asset allocation, rebalancing, and manager selection, implementing portfolios primarily with mutual funds, ETFs and third‑party managers under the oversight of an Investment Committee that conducts regular reviews. In addition to traditional portfolio management, the firm offers several portfolio support services — including a short‑term reserves cash management service, optional Flourish Cash sweep accounts, and aggregate custodial reporting that can be provided as a stand‑alone service — and in limited situations may invest directly in equities, fixed income or private/evergreen funds.

What distinguishes MIAS from many peers is the combination of multi‑billion dollar AUM with a relatively small advisory team and a $1 million account minimum, reflecting an emphasis on institutional‑style OCIO work and consolidated reporting alongside individual wealth management. The firm discloses affiliated business activities (an affiliated insurance agency and tax preparation services) that create potential commission and referral conflicts and has publicly reported SEC settlements related to Form 13F filing deficiencies and past mutual fund share‑class practices, noting remedial actions taken.