Mason Investment Advisory Services, Inc.
William M. Courson has extensive work experience in the finance industry. William M. worked at The Mason Companies as a Senior Managing Director from 2017. Prior to that, they held the same position at Hartland from 2015 to 2016. Before joining Hartland, they served as the President & Chief Investment Officer at Lancaster Pollard Investment Advisory Group from 2006 to 2015.
William M. Courson holds an MBA degree in Finance and Industrial Relations from The University of Chicago Booth School of Business. Additionally, they have a BA degree in Economics and History from the University of Michigan. However, no information is available regarding the specific years they attended each institution.
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.