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.


*Variance Power.  Donations to the Great Fish Community Challenge are subject to the variance power described in Treas. Reg. Sec. 1.170.A-9(f)(11)(v)(B)(1), as amended from time to time. Pursuant to the variance power, the Whitefish Community Foundation Board of Directors shall have the power to modify any restriction or condition on the distribution of funds for any specified charitable purpose or to specified organizations, if in their sole judgment (without the approval of any advisor, trustee, custodian, or agent) such restriction or condition becomes, in effect, unnecessary, incapable of fulfillment, or inconsistent with the charitable needs of the Community Foundation.