Dallas, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Strategic Portfolio Solutions, LLC
Team
Firm-wide stats for Strategic Portfolio Solutions, LLC
About
Strategic Portfolio Solutions serves individuals (including high‑net‑worth clients), trusts, estates and pension plans with asset management, financial planning and consulting, referrals to third‑party money managers, and a dedicated divorce‑planning service that supports clients and their counsel. The firm has offered advisory services since 2011 and provides both discretionary and non‑discretionary management across client accounts.
Portfolios are tailored to client goals and subject to continuous supervision, with the firm reviewing accounts at least weekly and using individual stocks, bonds, ETFs, mutual funds, options and other public and private securities as appropriate. Strategic Portfolio Solutions may engage sub‑advisors for specific mandates and also manages held‑away retirement and other accounts through technology platforms (Pontera and Future Capital) and an order management system to implement tax‑efficient asset location and opportunistic rebalancing.
Compared with many team firms, Strategic Portfolio Solutions explicitly uses derivatives—notably options—in separately managed accounts and maintains documented procedures for option trading, a practice that is uncommon among peers. The firm’s advisors are also licensed insurance agents/brokers and the firm participates in industry educational events while offering ongoing financial coaching and divorce‑planning services, combining insurance, derivative strategies and platform‑based held‑away management in a single advisory offering.
Based on Strategic Portfolio Solutions, LLC
Expertise
Based on Strategic Portfolio Solutions, LLC
Location
17304 Preston Road, Suite 125
Dallas TX 75252
Advisors at this office
3
Advisors at this office
Stephen J
CFP®, Series 63, Series 66
Dallas, TX
Strategic Portfolio Solutions, LLC
Stephen Jenkins is a CFP® with 25 years of industry experience. He is currently with Strategic Portfolio Solutions, LLC and also serves as president of Lake Tower Financial Management, a firm he branded that provides insurance, annuity sales, and financial planning services. Jenkins is a board member of Grapevine Ambucs, a charitable service group focused on fundraising and strategic planning. Strategic Portfolio Solutions primarily serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm offers asset management, financial planning, and consulting, with tailored portfolios that include traditional and active investment strategies, and provides divorce-planning services and educational workshops.
Charles J
Series 66
Dallas, TX
Strategic Portfolio Solutions, LLC
Charles Johnson is a financial advisor at Strategic Portfolio Solutions, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked for Holland Investment Management, Inc. for 10 years. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm provides asset management, financial planning, consulting, and divorce-planning services, emphasizing tailored portfolios with continuous supervision and regular rebalancing.
Robert A
Series 63, Series 66
Dallas, TX
Strategic Portfolio Solutions, LLC
Robert Aikey is a financial advisor with Strategic Portfolio Solutions, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Strategic Portfolio Solutions since 2014. Outside of his advisory role, he is the founder of a health and life insurance business and is involved in photography and art on weekends. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants, offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolios with continuous supervision and uses a range of investment strategies, including traditional equities, fixed income, ETFs, and more active approaches such as options and short-term trading.
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