![Casey Tyler Smith](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Casey Tyler Smith
Directeur Général chez
Wiser Wealth Management, Inc.
Profil
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.
Postes actifs de Casey Tyler Smith
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 01/01/2001 |
Formation de Casey Tyler Smith
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
