Our Three-Part Antidote to Investment Anxiety


1) The simplicity of the long term.

Nothing but long-term investment thinking makes sense to us. We see the short term -- anything less than a few years -- as a coin flip. Evidence supports our intuition, with studies showing good financial-market predictability over longer horizons and none over shorter horizons. And there is no better remedy for today's flood of media and turbulence of markets than a view to the soothing horizon.


2) The Logic of Investment Physics.

All investment expectations are not created equally, and reasonable expectations best ensure a quiet mind. While most foolishly forecast next year's return or dangerously extrapolate last century's result, our long-term expectations are based on Investment Physics and its laws of financial motion, which work across all time and space. Amid the unrelenting noise, these laws offer a steadying signal for your future saving, investing, and spending. 


3) The Process of Thinking Slowly.

While humans are intuitive beings built for efficient thought, our natural inclination toward fast, instinctive, emotional thinking leads to predictable biases: We anchor on initial information; We overweight easy-to-recall examples and personal experience; We rely on insufficient rules of thumb; We believe recent trends will continue; We cling to past decisions; And we feel the risk of loss far more than the prospect of gain. All of these misleading and potentially expensive tendencies can be moderated, by consciously shifting our minds to a second option -- slow, deliberate, reasoned thought.


  • Investment advisory firm serving clients nationwide

  • Philosophy grounded in "investment physics" and value investing

  • Fiduciary standard of care is our legal obligation -- we act solely in our client's best interest

  • Independence through 100% ownership by our two principals

  • Fees are based on a percentage of assets managed -- no commissions or sales incentives

STUDIO Investment Management works with families around the globe. We provide the following services to our clients: 

  • Retirement Planning

  • Investment Planning and Asset Allocation

  • Educational Funding Analysis

  • Executive Compensation Analysis

  • Estate and Tax Planning

  • Family Coordination and Wealth Transfer Planning

  • Behavioral Finance Guidance

  • Charitable Giving 

  • Real Estate Analysis

  • Business Consulting and Valuation

  • Coordination with Other Advisers

An investment experience driven by idealistic values:

Passionate Study.

Rigorous Simplicity.

Disciplined Calm.

Effortful Empathy.