Studioi, LLC

Overview

Studioi, LLC is a small independent registered investment adviser that focuses on serving individuals and families. The firm operates as a limited liability company with an individual owner and positions itself as a capital allocator, combining fee-for-service planning with portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, the selection of outside advisers, and client education through seminars and workshops. Investment activity centers on public mutual funds for client portfolios, with a preference for implementing diversified, fund-based allocations rather than large direct-equity sleeves. The firm is not an active ESG investor and does not operate across multiple states. Most client relationships are managed on a non-discretionary basis, indicating a consultative model where clients retain final trading authority while receiving model and manager recommendations from the adviser.

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