La Salle, IL Office
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Studio Investment Management
Team
Firm-wide stats for Studio Investment Management
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.
Based on Studio Investment Management
Expertise
Based on Studio Investment Management
Location
654 1st Street, Suite 200
La Salle IL 61301
Advisors at this office
1
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