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Robert C
CFP®, Series 63
Waco, TX
The Aspen Equity Group
Robert Cluck is a CFP® with 27 years of industry experience and has been the sole advisor at The Aspen Equity Group since 1992. He holds a Series 63 license and serves as a portfolio manager for an investment fund through AEG Fund Advisors, Inc. The Aspen Equity Group provides investment supervisory services, financial planning, and strategic development to individuals, institutional, and fiduciary clients. The firm employs an active “Value + Momentum” investment approach across multiple portfolio types and also sponsors a private long/short hedge fund, managing pooled investment vehicles alongside model-based discretionary portfolios.
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