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.


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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

Experiential Wealth’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 Experiential Wealth, Inc.

"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


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Summary Economic activity and employment have picked up but remain well below their levels at the beginning of the year. (No Change) Weaker demand and significantly lower oil prices are holding down...

FOMC, October 29, 2020, Press Release – What Has Changed?


Summary In the current environment of risks clearly tilted to the downside, the Governing Council will carefully assess the incoming information, including the dynamics of the pandemic, prospects for...

Quarterly Market Commentary – 2020 Q3


We had a V-shaped bounce after a sudden and steep fall, but the V-shaped bounce has not yet returned the U.S. or global economy back to pre-COVID-19 “normal” economic activities. We are also...