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.

Investment Process

Our five step approach is as individualized as our clients themselves, with each step meant to ensure that our clients’ best interests are being served.

Leadership Team

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