Managing Director and Portfolio Manager
Rob graduated from The University of North Texas in 1992. With over 25 years’ experience in Investments, Financial Planning and Portfolio Management. Rob is true “hand holder” addressing financial, business, and life goals, and remains very communicative and integral in helping clients achieve those goals. Always a quarterback, forever a coach, Rob works with many of his client’s side by side and often jointly with them on investment selection and tactical allocations. Rob is an advisor who looks at all sides of the Client’s Balance Sheet, and creates solutions by understanding their entire picture, from monthly budgeting to finding ways to save money all the way to smart and intelligent investment decisions, and legacy planning. Many of Rob’s clients are multigenerational families whose members count on Rob’s solid guidance.
Prior to joining Strategic Portfolio solutions, Rob provided the same services to mid and high net worth families at Charles Schwab as The Dallas Park Cities’ Private Client Consultant. Rob’s expertise lies in investment management, portfolio construction, and assembling teams for tax planning and wealth transfer strategies. Rob was recognized for his work in excellence at Schwab by receiving the coveted Chairman’s Club Award.
Rob has served on The Board of Trustee’s for the Dallas Children’s Theater, the local Chapter of St. Jude’s Children’s Research Hospital, and various other local and charitable organizations. Rob is a long-term resident of North Dallas, where he lives with his wife Eva and toddler Liam. Rob is not only an avid supporter of the arts; he is an accomplished painter and photographer. As Lacy Bell once wrote, “Rob Aikey is a paradox. As a financial advisor, he wears a suit and manages millions of dollars in assets for his clients; as an artist, he wears jeans and paints images that hang in collections from Dallas to Memphis and Nashville, and from Boston to Prague. Rob embraces this paradox in both his art and his business often relying on his creative side as much as his analytical side.”