Perfil
Mr. Casey T.
Smith is a President at Wiser Wealth Management, Inc. He started the company in 2001.
He earned a Bachelor of Science degree in Finance from Berry College.
Cargos activos de Casey Tyler Smith
| Empresas | Cargo | Inicio |
|---|---|---|
Wiser Wealth Management, Inc.
Wiser Wealth Management, Inc. Investment ManagersFinance Wiser Wealth seeks to offer clients a highly diversified and efficient investment portfolio that meets their needs over the long term. The firm primarily uses ETFs to construct investment portfolios for clients. They utilize model portfolios managed by the firm’s Investment Committee utilizing two investment strategies, a globally diversified all equity strategy and a fixed-income strategy. The two strategies are blended in varying amounts to construct a series of portfolios from which one may be selected for a client based upon their financial plan, investment goals, age and risk tolerance. | Director Ejecutivo | 01/01/2001 |
Formación de Casey Tyler Smith.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Berry College
Berry College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wiser Wealth Management, Inc.
Wiser Wealth Management, Inc. Investment ManagersFinance Wiser Wealth seeks to offer clients a highly diversified and efficient investment portfolio that meets their needs over the long term. The firm primarily uses ETFs to construct investment portfolios for clients. They utilize model portfolios managed by the firm’s Investment Committee utilizing two investment strategies, a globally diversified all equity strategy and a fixed-income strategy. The two strategies are blended in varying amounts to construct a series of portfolios from which one may be selected for a client based upon their financial plan, investment goals, age and risk tolerance. | Finance |
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