![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
Vorstandsvorsitzender bei
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.
Aktive Positionen von Casey Tyler Smith
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Vorstandsvorsitzender | 01.01.2001 |
Ausbildung von Casey Tyler Smith
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
5
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
