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


FOMC, November 2, 2022, Press Release – What has changed?


Summary: Modest growth in spending and production have softened. (No change) Job gains have been robust in recent months, and the unemployment rate has remained low. (No Change) Inflation remains...

ECB Press Release October 27, 2022 – What Has Changed?


Summary Decided to raise the three key ECB interest rates by 75 basis points; accordingly, the interest rate on the main refinancing operations and the interest rates on the marginal lending facility...

Quarterly Market Commentary – 2022 Q3


Road to a Sustained, Above Trend Inflation The initial reaction to Covid-19 was to take every precaution to stop its spread. This resulted in the shutdown of Wuhan, where the virus was first...