Philip Chao is the Principal and founder of Chao & Company, Ltd., a consulting firm established in 1990. Chao earned his Certified Financial Planner designation in 1990 and Accredited Investment Fiduciary Analyst designation in 2004. Chao serves as an investment co-fiduciary for his clients. For retirement plan sponsors he implements prudent best practices in meeting their fiduciary investment responsibilities. Chao also is a portfolio manager for individual and institutional clients.
Chao is actively involved in the portfolio design, risk management, investment selection and monitoring process. Chao consults on employee benefit matters in helping employers meet their benefits objectives in a changing economic and regulatory environment.