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 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
Expertise
Fee options
$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
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
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 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.
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.
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.
Philip S
Series 65
LaSalle, IL
Studio Investment Management
Philip Slevin is a Series 65-registered advisor with Studio Investment Management, bringing one year of industry experience. His prior roles include six years at Hometown National Bank and over 17 years at Alpha and Omega Capital, LLC/Elohim Capital Partners. Studio Investment Management is an SEC-registered adviser serving individuals, trusts, partnerships, retirement plans, and government entities on a discretionary basis. The firm employs a value-oriented investment approach using both active and passive strategies, supported by third-party research and scenario analysis tools, and manages approximately $903 million in discretionary assets across a team of four advisors.
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