Institutions & Endowments
Serving as a faithful partner in preserving and growing capital by executing a risk-controlled portfolio.
What Makes Us Different?
We operate in a conflict-free environment where your institutional interest is our only interest.
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 your goals and aspirations.
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.
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.
Speaking Engagements
Looking for a Speaker?
Looking for a speaker on target date fund selection and benchmarking; using managed accounts as a QDIA; revenue sharing; or other retirement plan sponsor best practices? Consider 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
Jerome Powell’s Speech at Stanford
Highlights of Jerome Powell's Speech at Stanford Over the past year, inflation has come down significantly, and growth in economic activity and employment was strong. Labor supply increased significantly, thanks to rising participation among 25-to-54-year-olds, as...
Quarterly Market Commentary – 2024 Q1
What's Morphed in 2024Q1? It’s all about inflation and the Fed’s interest rate reaction function. From the absence of forward guidance to the incessant data dependency – understandably in a time of uncertainty – the Fed is feeling its way to a landing. In the prepared...
FOMC March 20, 2024, Press Conference Summary
Summary Inflation is still too high, ongoing progress in bringing it down is not assured, and the path forward is uncertain. We are fully committed to returning inflation to our 2 percent goal (commitment and credibility). Nominal wage growth has been easing, and job...