Thoughtful Advice

Chao & Company was founded to provide independent and thoughtful investment and financial advice. This serves as an alternative to the prepackaged solutions offered among conflicted brokers, consultants and advisors.

Our Story

Learn more about our history and what makes Chao & Company different.

Our Team

Meet the experienced investment professionals that comprise the Chao & Company team.

What is a Fiduciary?

Our sole purpose is to work in your best interest. Discover the fiduciary difference