Firm – S.A. MASON LLC

Our Firm

Since our founding in 2009, we have remained committed to fundamental principles of integrity, excellence, and superior client service. We work tirelessly to ensure your goals are being met through a variety of propriety strategies, sound financial advice, and customized portfolio management for your unique situation.

Our Attributes:

Fee-Only Fiduciary

We receive no compensation from any product sales or client referrals to outside organizations. We benefit only when you succeed. This ensures our interests are aligned with yours. Our fee-only structure distinguishes us as a trusted fiduciary legally required to act in your best interest.

Research Driven

We invest significant time and resources researching market conditions, potential investments, and portfolio management techniques that allow us to manage discretionary assets with excellence while providing superior advisory services to clients.

Independent

Since our firm was founded in 2009, we have been entirely independent. We have no shareholders with separate agendas or affiliations with any outside organizations. Because of our independence, we are free to pursue solutions that are truly in your best interest.

Samuel Mason has 24 years of experience working as a portfolio manager and financial advisor. Before founding S.A. Mason LLC in 2009, Samuel worked as a portfolio manager at Fifth Third Bank from 2001-2007. Prior to this, Samuel was a financial advisor at Sterling, a division of National City Bank. Samuel holds an MBA from Case Western Reserve University and a B.A. in Economics from Grove City College. He earned his Chartered Financial Analyst (CFA) designation in 1999 and is a Certified Financial Planner (CFP).

Brady Proctor has over 15 years experience as a portfolio manager and financial advisor. Prior to joining S.A. Mason LLC in 2013, Brady worked as a financial advisor and portfolio manager at Fifth Third Bank and Founder’s Bank and Trust. Brady graduated from Calvin College with a degree in Business in 2001.

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