Experiential Wealth

Manage Mission-Specific Institutional Assets

Customizing portfolios to align with institutional goals.

Serving in your best interest is the foundation of our stewardship.

Our Essence of

Experiential Wealth, Inc.
Fully embrace the duties of loyalty and due care.
Experiential Wealth, Inc.
Design and manage a portfolio unique to your institution.
Experiential Wealth, Inc.
Deliver proactive, transparent and responsive services.

Discretionary Management

We offer an outsource chief investment officer (OCIO) service. We deliver portfolio construction and management services on a fully discretionary basis which complies with your investment policy and allocation guidelines.


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.

News & Commentaries 
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2024 Fiduciary Rule Summary

Definition of an Investment Advice Fiduciary On April 25, 2024, the Department of Labor (Department) issued the final Retirement Security Rule and amendments to several existing Prohibitive Transaction Exemptions. This regulation is effective on September 23, 2024....

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