Philip Chao, CFP, AIFA
Principal and Founder
Chao & Co., Ltd.
Philip Chao, CFP, AIFA, founded Chao & Company Inc., Ltd., an independent SEC Registered Investment Advisor and an employee benefits consulting firm, in 1990. Based in Vienna, Va., the firm offers investment advice primarily to ERISA plan sponsors, corporate clients and non-profit organizations. Mr. Chao also serves as an independent trustee for health and welfare trusts. On a selective basis, Chao & Co. also offers investment advice and management to high net worth individuals and families.
Smith-Goldman: A Poignant Case Study on the Fiduciary Debate
By Philip Chao, CFP, AIFA | April 12, 2012
As an investment professional, video marketing can be a very powerful tool that you can utilize to enhance your practice.
Part I of a series of articles on working with ultra-high-net-worth clients from IMCA’s Investments & Wealth Monitor take a look at generational differences in...
Learn how to build a better business and create loyal clients and advocates from the start.
Sep 20, 2016
This webcast will review the key aspects of the amendments and the steps that funds and intermediaries can take in order to comply with the...
Aug 24, 2016
Many affected firms and individuals are well-versed in the complexities of the new rule but still have detailed questions. Others are still familiarizing themselves with...
Aug 10, 2016
Investing challenges are everywhere you look around the world. Brexit, central bank interest rate policies and the growing desire of investors to see their investments...