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.

Mission and Values

We are nothing without the core values that define us. Learn more about what makes Chao & Company different.

Our Fiduciary Role

As fiduciaries, we have a duty to carry out our actions in good faith with undivided loyalty and due care.

Leadership Team

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