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


Supreme Court Decision on Tibble v Edison


 The Supreme Court stated that fiduciary duty under the Employee Retirement Income Security Act of 1974 (“ERISA”) is derived from the common trust law, and its decision affirms the fiduciary...

2018 HSA Plan Limits


On May 4, 2017, the Internal Revenue Service issued Revenue Procedure 2017-37[1], announcing the 2018 inflation-adjusted amounts for Health Savings Accounts (HSAs), as determined under the Internal...

FOMC May 2017 Press Release Language Changes


Summary Economic activity slowed but expect this to be transitory (change) Labor market continues to strengthen with unemployment rate declining (no change) Household spending rose modestly (no...