A complete list of active advisors currently associated with Studio Investment Management

Warmer can help you find a great advisor at Studio Investment Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Studio Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.