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Philip Slevin

Advisor at Studio Investment Management

Updated today

Location

La Salle, IL 61301

Credentials

Series 65

Industry experience

< 1 year

About

Philip Slevin is a financial advisor at Studio Investment Management with a Series 65 credential and one year of industry experience. His prior work includes six years at Hometown National Bank, two years at Mariam Global Health, and 17 years with Alpha and Omega Capital, LLC/Elohim Capital Partners. Studio Investment Management serves a diverse client base including individuals, trusts, retirement plans, partnerships, and government entities. The firm offers discretionary portfolio management, financial planning, and investment consulting with a value-oriented, long-term investment approach tailored to client guidelines.

Client services

Based on Studio Investment Management

Financial planning Portfolio management

Expertise

Based on Studio Investment Management

Income planning

Fee options

Percentage

$0 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually

Other

Account minimum: $1,000,000 Fee-only: Fixed fees for investment consulting and financial planning services; fees are fixed and provided before engagement but specific amounts are not disclosed in the brochure.

Location

654 1st Street, Suite 200

La Salle, IL 61301

Most active in

Illinois · Texas

Work history

Studio Investment Management LLC

2025 - Present (1 year)

Hometown National Bank

2019 - 2025 (6 years)

Mariam Global Health

2017 - 2019 (2 years)

Alpha and Omega Capital, LLC/Elohim Capital Partners

2002 - 2019 (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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Equity compensation tax strategy Options & derivatives strategies Private / alternative investments
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Oglesby, IL

Lincolnbridge Financial Planning, LLC

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Equity compensation tax strategy Options & derivatives strategies Private / alternative investments
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Oglesby, IL

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Equity compensation tax strategy Options & derivatives strategies Private / alternative investments
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Series 65

Hennepin, IL

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Active portfolio management Private / alternative investments Annuities General retirement planning
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Series 65

Hennepin, IL

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Hennepin, IL

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Active portfolio management Private / alternative investments Annuities General retirement planning
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