Mason Capital Partners

Albert D. Mason, Inc. operating as Mason Capital Partners (MCP) is a registered investment adviser based in Boston, Massachusetts. Established over three decades ago, MCP manages assets totaling $183,735,886 as of December 31, 2022, catering to institutional and retail clients. The firm specializes in investment management using fundamental analysis and valuation principles to identify attractive stocks, bonds, and preferred stocks. MCP's investment strategy focuses on income with growth, tailoring services to individual client needs. The team, led by Albert Mason, boasts strong educational backgrounds and extensive experience in the investment industry. Clients are charged a fee of 1% per annum for investment management services, typically billed quarterly based on asset value. Fees for separately managed accounts are negotiable. MCP does not charge performance-based fees or practice side-by-side management. The firm serves various client types, including individuals, high net worth individuals, and institutional entities. Investment decisions are based on meeting with company management, financial statement reviews, and SEC filings. MCP emphasizes a long-term approach, aiming for increased dividends and stable growth. The firm's Code of Ethics prioritizes client interests and high ethical standards. Clients receive annual and periodic account reviews, with custodial statements reconciled to MCP's reports. MCP has no disciplinary events and maintains financial stability to meet client commitments.