A complete list of active advisors currently associated with STUDIOi, LLC
Warmer can help you find a great advisor at STUDIOi, LLC or one who fits your needs even better.
STUDIOi provides portfolio management, financial planning, pension consulting, and business financial consulting to individuals, high-net-worth clients, small businesses, charitable organizations, and retirement plans. The firm also offers estate‑planning document coordination via a third‑party software platform and delivers periodic educational seminars and workshops to clients and prospects. The firm documents client objectives in an Investment Policy Statement and uses modern portfolio theory and quantitative analysis to recommend diversified, primarily mutual‑fund‑based allocations. Investment implementation is often handled through third‑party platforms or co‑advisory arrangements, and a substantial portion of client assets are managed on a non‑discretionary basis with trade execution and rebalancing performed by platform providers. What is distinctive about STUDIOi compared with many peers is the combination of pension consulting services, regular educational workshops, and an offered workflow for client-directed estate‑planning documents via the Snug platform. The firm also operates frequently in platform or co‑advisor roles (for example, relationships with Matson Money and the Betterment for Advisors wrap program) rather than executing most trades directly.
To learn more about the advisors currently working at STUDIOi, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| 2
|
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