![Philip Shih Ling Chao](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Philip Shih Ling Chao
Directeur Général chez
Experiential Wealth Inc.
Profil
Mr. Philip S.
Chao is a Principal & Founder at Experiential Wealth Inc. He founded Experiential Wealth (formerly Chao & Company) in 1992 to provide families, and institutions with independent and thoughtful investment management and financial advice.
Mr. Chao is the firm’s Chief Investment Officer setting customized investment guidelines and adopting forward-looking capital market assumptions in constructing portfolios for the firm’s wealth management clients as well as foundations and endowments.
He received his undergraduate degree from the University of Southern California.
Postes actifs de Philip Shih Ling Chao
| Sociétés | Poste | Début |
|---|---|---|
Experiential Wealth Inc.
 Experiential Wealth Inc. Investment ManagersFinance Experiential Wealth employs a global macroeconomic, top-down process to determine asset allocation and establish forward-looking expected return per traditional asset class (cash, stocks and bonds). In expressing the global macro view, the firm uses a core and satellites approach to design clients' portfolios. Through a bottom-up manager and fund selection processes, a set of primarily index tracking, or broad market mutual funds or ETFs are used to represent the core of the portfolio. On an ongoing basis, they use tactical and dynamic asset allocation strategies to balance the portfolio. | Directeur Général | 01/01/1992 |
Formation de Philip Shih Ling Chao
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Experiential Wealth Inc.
Experiential Wealth Inc. Investment ManagersFinance Experiential Wealth employs a global macroeconomic, top-down process to determine asset allocation and establish forward-looking expected return per traditional asset class (cash, stocks and bonds). In expressing the global macro view, the firm uses a core and satellites approach to design clients' portfolios. Through a bottom-up manager and fund selection processes, a set of primarily index tracking, or broad market mutual funds or ETFs are used to represent the core of the portfolio. On an ongoing basis, they use tactical and dynamic asset allocation strategies to balance the portfolio. | Finance |
