Studio Investment Management

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Client assets under management

$703,515,367

Clients

329

55% high-net worth

Advisors

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$2,138,345

About

Studio Investment Management is an SEC-registered adviser that serves individuals (including high-net-worth clients), trusts, partnerships, retirement plans, and government entities on a discretionary basis. The firm provides discretionary portfolio management, financial planning, and investment consulting, and it also offers services for employer-sponsored retirement accounts through a Pontera Solutions platform.

STUDIO’s investment approach emphasizes fundamental, price-sensitive (value-minded) investing with a long-term mindset and attention to total client costs, and it can employ both active and passive/indexed strategies across stocks, bonds, ETFs, mutual funds, options, and cash. The firm uses third‑party research and scenario analysis tools (including Monte Carlo simulations) for retirement and planning analyses, and it conducts portfolio reviews at least quarterly with accounts custodied at Charles Schwab.

Noteworthy features in the ADV include roughly $903 million in discretionary assets managed by four advisors — a level of AUM per advisor that is uncommon for peer firms — and disclosure that the firm serves state and municipal government clients. The brochure also notes the firm’s emphasis on a “boutique” client experience, its typical $1 million onboarding threshold (subject to waiver), and that it uses endorsements in advertising, which is less common among similar team firms.

Client services

Financial planning Portfolio management

Expertise

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.

Main office location

Studio Investment Management

1901 N. Clybourn Ave., Suite 202

Chicago IL 60614, United States

Number of offices

Most active in

Arizona · California · Florida · Illinois · New York · Texas · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 312-399-0828

Advisors at this firm

Michael W

CFA®

Chicago, IL

Studio Investment Management

Michael Wolcott is a CFA® charterholder with 14 years of industry experience. He has been with Studio Investment Management in Chicago, IL since 2011. Studio Investment Management serves a diverse client base including high-net-worth individuals, trusts, retirement plans, partnerships, and government entities. The firm employs a value-oriented investment approach focused on fundamental analysis and long-term portfolio management, offering discretionary portfolio management, financial planning, and investment consulting services.

Income planning

Neha H

CFP®, CFA®

Chicago, IL

Studio Investment Management

Neha Howery is a CFP® and CFA® with 10 years of experience in financial advising, currently serving at Studio Investment Management since 2011. She is based in Chicago, IL, and works as part of a four-advisor team. Studio Investment Management serves individuals, trusts, retirement plans, partnerships, government entities, and other legal entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm emphasizes a fundamental, value-oriented investment approach with a long-term perspective and manages approximately $831.5 million in discretionary assets.

Income planning

James V

CFP®, CFA®

Chicago, IL

Studio Investment Management

James Veers is a CFP® and CFA® credentialed advisor with two years of industry experience. He currently works at Studio Investment Management and previously held roles at Great Lakes Advisors and Lombardia Capital Partners. Studio Investment Management serves individuals, trusts, retirement plans, partnerships, government entities, and other legal entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm emphasizes a value-minded, long-term investment approach using individual securities and funds, tailoring portfolios to client guidelines while considering total client costs.

Income planning

Philip S

Series 65

La Salle, IL

Studio Investment Management

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.

Income planning

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