Mason Investment Advisory Services, Inc.
Crystal W. has extensive experience in compliance and contract management, currently serving as a Compliance Associate at The Mason Companies since April 2018. Prior to this role, Crystal worked at Oath (formerly AOL) as a Contract Specialist from July 2012 to February 2018, where responsibilities included reviewing compliance for various agreements and recommending improved business practices. Crystal also served as a Contract Specialist at Sprint from 2005 to 2012, achieving significant success in closing deals promptly and contributing to a key rebanding project as a Financial Analyst II. Crystal holds a Bachelor's Degree in Physical Fitness Management from Marymount University, achieved between 1990 and 1994.
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Mason Investment Advisory Services, Inc.
Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit. Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis. Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.