What Makes Us Different?

We...

operate in a conflict-free environment where your institutional interest is our only interest.


We...

create custom solutions to meet your institutional objectives and to overcome challenges.


We...

work with your existing infrastructure and service providers to gain administrative and cost efficiencies.


We...

communicate developing regulations and current issues and trends while taking into account your institution’s evolving circumstances and expectations.

The Process

Investing is not just a destination; it’s also a journey. See how our disciplined investment process helps us tailor investment portfolios to your goals and aspirations.

Discover Our Process

Chao & Company’s institutional investment service provides two types of outsourced CIO services:

Non-Discretionary Management

We act as a non-discretionary investment manager, assisting and counseling institutions in managing their portfolio though a disciplined process based on an agreed to a well-defined investment policy.

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Discretionary Management

We act as an investment manager with full discretion in making investment selection and portfolio management decision through a transparent process that is based on an agreed to investment policy.

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Looking for a speaker on active vs. passive debate, how the current macroeconomic environment affects portfolio construction, or other portfolio construction and management topics? Consider booking Philip Chao, Principal and CIO of Chao & Company.

"Philip has spoken several times at SPARK conferences, on topics that include investment trends and the changing needs of retirement plan sponsors.  My members found Philip engaging, passionate and insightful. His presentation style is charming and full of real world experiences that he draws from his work with clients. "

Tim Rouse, Executive Director, The SPARK Institute, Inc.

Institutions and Endowments Latest


FOMC March 2018 Press Release Changes


With almost 100% of the market expecting a 25bp rate hike, the first act of the new FOMC chairman did not disappoint. There were no surprises per se in the press release either. The FOMC recognizes...

Philip Chao in InvestmentNews Article on How to Design a 401(k) plan that’s lawsuit-proof


Obviously there is no such design but there are actions that can be taken to significantly minimize the probability of being sued. Please read the entire article here.

FOMC January 2018 Press Release Changes


Summary Janet Yellen serves as the Chair for the last time. Labor continues to strengthen. (no change) Economic activity rising at a solid rate (no change) Gains in employment, household spending and...