STUDIOi, LLC

STUDIOi serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, small businesses, and charitable organizations, offering portfolio management, financial planning, pension consulting, and broader strategic financial services. The firm also facilitates estate‑planning document creation via the Snug software platform and provides periodic educational seminars and workshops to clients and prospects; estate coordination through Snug is limited to administrative assistance and is not legal advice.

The firm applies modern portfolio theory and quantitative analysis to build diversified, mutual fund–focused allocations and documents each client’s objectives and risk tolerance in an Investment Policy Statement for ongoing monitoring and rebalancing. Implementation often takes place through third‑party platforms and co‑advisory arrangements — including Matson Money and the Betterment for Advisors wrap program — where STUDIOi retains client oversight and relationship management while trading, execution, and custody are handled by the platforms.

Compared with many solo independent advisors, STUDIOi’s asset base is notable for being predominantly non‑discretionary: as of December 2025 it reported about $5.006 million in non‑discretionary assets versus roughly $25,883 discretionary. The firm also offers pension plan consulting and free educational workshops and operates an affiliated entity, Ledger Foundry, that can provide bookkeeping and business‑finance services under separate agreements, which may create referral considerations different from peers focused solely on investment management.