Well-versed in the ups and downs of the equity and bond markets, Joe B. Hurley IV has over 41 years of experience in the investment industry. Gathering a vast amount of knowledge and creating great connections with colleagues on the trading floors of Chicago and New York, Hurley’s entrepreneurial journey began when he founded his first fund, Piedmont Partners, in 1996. Learning the science, as well as the art, of investing clients’ money profitably as a professional trader, he expanded his business and started Chi-Rho Financial at the turn of the millennia. The company paved the way for investors to diversify from stocks and bonds and “sleep well at night.”

“Chi-Rho’s mission is to honor Jesus Christ and our clients while striving to deliver positive returns in both up and down stock and interest rate markets. The company’s core goal and philosophy are to avoid any large loss, preserve capital and then achieve the best risk adjusted rate of return,” says Joe B. Hurley IV, president and CIO at Chi-Rho Financial.

A seasoned businessman and trader, Hurley has put together a young, talented, and intelligent group of employees and has spent the past decade pouring into them. The Chi-Rho team has worked hard and produced solid performance on a relative and absolute basis, particularly in a very challenging 2022. Chi-Rho has audited performance since inception and has used Ernst and Young for the last ten years.
One point of emphasis that Hurley and the Chi-Rho team are getting across to investors is to “think differently.” What has worked during the recent twelve-year bull market will not be the case over the next five to ten years. Based on Chi-Rho’s current views on the markets, market-neutral and relative value strategies should work well over the next decade. In response to the changing landscape, Chi-Rho launched a new multi-strategy fund at the beginning of 2022 which is off to a great start in a very challenging environment. North of 700 million U.S. dollars in assets under management, Chi-Rho continues to build upon its twenty-six years of proven results by consistently implementing a client-first focus.