Philip Chao is a passionate supporter of and advocate for the fiduciary standard and an original founding member of The Institute for the Fiduciary Standard.

As an investment manager and consultant and his firm’s Chief Investment Officer, Philip advises institutions, retirement plan sponsors, and families in making prudent investment decisions and manages portfolios in an ever evolving macro-economic and investment environment.

Philip is a graduate of the University of Southern California and received his Certified Financial Planner certificate in 1991, completed his Accredited Investment Fiduciary Analyst training from the Center For Fiduciary Studies in 2006, and received Premier Certificates in FinTech from Harvard University in 2019.