Studio Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$703,515,367
Clients
329
Advisors
4
across 2 offices
About
STUDIO Investment Management provides discretionary investment management, financial planning, and investment consulting for individuals, high‑net‑worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm reports managing roughly $903 million in discretionary assets and also works with employer‑sponsored retirement accounts using a third‑party platform.
The firm’s investment approach emphasizes fundamental analysis, price sensitivity, and a long‑term mindset, with portfolios composed of individual stocks and bonds, ETFs/ETNs, mutual funds, and options. STUDIO incorporates cost awareness across fees and taxes into its process and uses third‑party tools such as Monte Carlo simulation in retirement and planning analyses to assess probabilities and client preparedness.
Noteworthy details include a relatively small advisory staff supporting a large asset base—equating to more than $200 million in AUM per advisor, which is uncommon among peer firms. STUDIO also maintains an operational reliance on institutional platforms and custodial relationships (including the use of Charles Schwab custody and Pontera for certain retirement plans) and discloses service boundaries such as limiting itself to discretionary management and not exercising proxy voting.
Client services
Expertise
Fee options
Fixed fees for investment consulting and financial planning; specific amounts provided prior to engagement but no standard fee listed
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Account minimum: $1,000,000
Main office
See office1901 N. Clybourn Ave., Suite 202
Chicago IL 60614
Advisors at this office
3
Offices (2)
Most active in
Arizona · California · Florida · Illinois · New York · Texas · Wisconsin
Also doing business as
Gantzert Investment Company · Studio · Studio Investment Management · Studio Investment Management, LLC · Vezzetti Investment
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael W
CFA®
Chicago, IL
Studio Investment Management
Michael Wolcott Jr. is a CFA® charterholder with 15 years of experience in the financial industry. He has been with Studio Investment Management since 2011, where he is part of a four-advisor team based in Chicago, IL. Studio Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm manages approximately $903 million in discretionary assets and employs an investment approach focused on fundamental analysis, price sensitivity, and long-term strategies across a variety of securities.
Neha H
CFP®, CFA®
Chicago, IL
Studio Investment Management
Neha Howery is a CFP® and CFA® at Studio Investment Management in Chicago, with 11 years of industry experience. She has been with Studio Investment Management since 2011. Studio Investment Management provides discretionary investment management, financial planning, and investment consulting for individuals, high-net-worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm emphasizes fundamental analysis, price sensitivity, and a long-term mindset, managing portfolios with individual stocks and bonds, ETFs/ETNs, mutual funds, and options while incorporating cost awareness across fees and taxes.
James V
CFP®, CFA®
Chicago, IL
Studio Investment Management
James Veers is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He currently serves at Studio Investment Management and previously worked at Great Lakes Advisors and Lombardia Capital Partners. Studio Investment Management provides discretionary investment management, financial planning, and investment consulting for individuals, high-net-worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm emphasizes fundamental analysis, price sensitivity, and a long-term investment approach while incorporating cost and tax awareness in its portfolio management.
Philip S
Series 65
LaSalle, IL
Studio Investment Management
Philip Slevin is a financial advisor at Studio Investment Management with one year of industry experience. He previously worked at Hometown National Bank for six years, Mariam Global Health for two years, and spent 17 years at Alpha and Omega Capital, LLC/Elohim Capital Partners. He holds a Series 65 designation. Studio Investment Management provides discretionary investment management, financial planning, and investment consulting for individuals, high-net-worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm manages approximately $903 million in discretionary assets and focuses on fundamental analysis, cost awareness, and a long-term investment approach.
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