Studio Investment Management

About Studio Investment Management

<p>Investment advice and wealth planning are the core of this Chicago-based registered investment advisory firm. Studio Investment Management is headquartered in the Chicago metro and works with clients across the U.S. and internationally, including high-net-worth individuals, pension and profit-sharing plans, and government entities.</p> <p>The firm follows an “investment physics” framework with a value-investing bent and a calm, deliberate approach to markets. Studio Investment Management is fee-only, with compensation paid directly by clients. The firm reports $0.8B in assets under management (2026).</p> <p>Studio Investment Management also acts as a <a href="/plan-advisors">plan advisor</a> and provides 3(21) fiduciary investment advisory services for retirement plans. Beyond portfolio management, the team covers practical planning work that ties decisions back to cash flow, taxes, and long-term goals.</p> <p>What sets the firm apart is its focus on rigorous simplicity: fewer moving parts, clear decision rules, and planning that supports long-term behavior.</p> <ul> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Retirement planning and education-funding analysis</li> <li>Estate, tax, and wealth-transfer planning</li> <li>Philanthropic planning</li> <li>Real estate analysis and business consulting</li> </ul>

Website: https://www.studioinvestment.com/overview