STUDIO is an investment advisor based in Chicago. We manage investments, help create retirement plans and college-funding strategies, and guide on tax-, insurance-, and estate-planning.
STUDIO was formed to bring institutional-quality investing to individual investors like you. Our Managing Principal, Mike Wolcott, spent the first 15 years of his career serving large clients -- pension plans, foundations, and endowments. But in all those years, there was a near complete absence of human connection with clients. While managing money for the California Public Employees Retirement System (CalPERS), he met eight people, out of its 1.6 million members. We wanted to create a firm that related our work to the actual living, breathing people who rely on it for their future. We wanted to create a human-centered firm.
We know your relationship with us is about more than money. It is also about how you feel as your wealth grows -- confident or worried, trusting or skeptical, inspired or depressed. We view your hard-earned savings as sacred. And when you choose us to manage your financial future, we owe you the empathy required to recognize and respond to your concerns.
Empathy comes from knowing people. In order to know you, we need time. And if we are to take the necessary time with all our clients, and if we are to remain focused on our research effort, we must commit to working with a limited number of mostly long-time clients. Fortunately, we love being small. Our boutique approach serves you well, but it also suits our style.
Once we know you -- your family, your home, your work, your interests, your ambitions, your concerns -- it's impossible not to care and pay attention. We will know what questions to ask. We will understand your goals. We will imagine how you'll feel when the market gets greedy or fearful. We will sense your preferences and wishes. By knowing you, our communication will be clearer and more relevant. And your portfolio will be created very specifically for you.
We are a human-centered firm. We start with our clients, and work backward.