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.

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·       From an aggregated lens, the U.S. and the world have recovered from the Global Financial Crisis (GFC). The global labor economy is at its best in a generation; private wealth or net...

ECB Press Conference December 12, 2019 – What Has Changed?


Summary  This is the first ECB monetary policy meeting under the presidency of Christine Lagarde, who was appointed on October 18, 2019, by the ECB Executive Board. Incoming data suggest muted...

FOMC December 2019 Press Release Language Change


Summary Labor market remains strong with solid job gains. (no change) Economic activity has been rising at a moderate rate. (no change) Unemployment rate has remained low. (no change) Growth of...