Philip Chao 趙希麟

Philip Chao 趙希麟 Email and Phone Number

Chief Investment Officer, Chief Executive Offier @ Experiential Wealth, Inc.
Washington, DC, US
Philip Chao 趙希麟's Location
Cabin John, Maryland, United States, United States
About Philip Chao 趙希麟

Experienced consultant with a demonstrated history of serving in a fiduciary capacity for the best interest of clients. From discretionary portfolio management services for families to serving as an OCIO to institutions, Philip Chao manages client assets with prudence and due care. He also serves as a plan fiduciary for benefit plans subject to ERISA.In 2022 his company, Nexus338, launched iGPS to provide a personalized default investment solution for defined contribution retirement plans. This is a transformative solution that calibrates the appropriate investment risk level that is prudent for each plan participant.In 2023, Philip started his own video-podcast, Tao of Chao. His diverse interest in investing, behavioral economics, and macro economics are evident in his conversations with experts.

Philip Chao 趙希麟's Current Company Details
Experiential Wealth, Inc.

Experiential Wealth, Inc.

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Chief Investment Officer, Chief Executive Offier
Washington, DC, US
Website:
chaoco.com
Employees:
7
Philip Chao 趙希麟 Work Experience Details
  • Experiential Wealth, Inc.
    Chief Investment Officer, Chief Executive Offier
    Experiential Wealth, Inc.
    Washington, Dc, Us
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  • Experiential Wealth, Inc.
    Chief Investment Officer
    Experiential Wealth, Inc. Jan 1991 - Present
    Cabin John, Maryland, Us
    Philip, an investment advisor representative, serves as the firm's Chief Investment Officer and portfolio manager. The firm offers OCIO and portfolio management services primarily to ERISA plan sponsors, corporate clients, endowments, tax-exempt organizations and foundations. On a selective basis, the firm also offers investment advice and discretionary portfolio management to high net worth individuals and families.Experiential Wealth serves as a retirement plan fiduciary investment consultant under ERISA 3(21). As a “prudent expert” co-fiduciary for ERISA and fiduciary steward clients in meeting their investment fiduciary duties, the firm subscribes to The Foundation for Fiduciary Studies Prudent Investment Practices in promoting a prudent process for investment management. Due to the fee-only compensation model and allegiance to the strict standard of not accepting compensation or remuneration from any third party, allows the firm to act as a disinterested party for the sole benefit of its clients. The firm also serves as a discretionary investment manager under ERISA 3(38) and takes on full and complete fiduciary responsibility for plan assets.This profile is for informational purposes only. Nothing in this profile should be construed as an offer or solicitation of investment. Reference to SEC registration does not imply a certain skill or training level nor is it intended to imply the firm has been or will be endorsed or approved by any regulator.Investment advice offered through Pensionmark Financial Group, LLC (“Pensionmark”). Pensionmark is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark and Experiential Wealth are unaffiliated entities.
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  • Nexus338
    Managing Member, Founder
    Nexus338 Jun 2021 - Present
    Cabin John, Md, Us
    Nexus338 is an Investment Adviser registered with the U.S. SEC. Its offers fiduciary investment management services to retirement plans (including Pooled Employer Plans) and as a fiduciary for managed account services on the asset allocation/glidepath level as well as to individual participant accounts.
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  • Independent Fiduciary Services
    Managing Member, Founder
    Independent Fiduciary Services Sep 2017 - Present
    IFS offers independent third party directed trustee services to government contractors subject to health and welfare benefit fringe contributions.
  • Seifert, Chao & Sanfilippo
    Principal
    Seifert, Chao & Sanfilippo 1989 - 1991
    Personal Financial PlanningInvestment Management ServicesCorporate Advisory

Philip Chao 趙希麟 Education Details

  • University Of Southern California
    University Of Southern California
    Biolgical Sciences

Frequently Asked Questions about Philip Chao 趙希麟

What company does Philip Chao 趙希麟 work for?

Philip Chao 趙希麟 works for Experiential Wealth, Inc.

What is Philip Chao 趙希麟's role at the current company?

Philip Chao 趙希麟's current role is Chief Investment Officer, Chief Executive Offier.

What schools did Philip Chao 趙希麟 attend?

Philip Chao 趙希麟 attended University Of Southern California.

Who are Philip Chao 趙希麟's colleagues?

Philip Chao 趙希麟's colleagues are Lihong Li, Jason Tu, Eileen Huang, Cfa.

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