Vision:

Improving lives through the considerate allocation of knowledge, curiosity and skill.

Mission:

To professionally guide our clients with the insightful thinking and care they seek to achieve balanced and sound decisions in their best interests.

Our Core Values:

  • The trust our clients place in us is sacred, and we treat that relationship with respect and reverence.
  • Standards and regulations form the foundation of our conduct as we strive to elevate our practices to a higher stratum of care.
  • Increasing knowledge and improving skills are a constant in bettering ourselves to continue warranting our clients’ trust.
  • We understand that our achievement on behalf of our clients begins with balanced and thoughtful advice provided through the lens of due diligence, analytical thinking, hard work and sincere humility.

Client Commitment:

We believe that our success comes through our clients attaining their goals. To that end, we strive to provide the thoughtful analysis, educated guidance and leadership our clients expect in order to make informed decisions. Honesty, communication and accessibility define our transparent service model, and we endeavor to add value through a sense of urgency and purpose.


For those interested in Chao & Company’s investment services we encourage you to download our ADV PART 2 form.