A Letter From Jim Wiley
CEO and Chief Investment Strategist of Wiley
Group
The changes I've witnessed in the investment
business for almost three decades, just from a market perspective,
are staggering.
In 1984, the path to success was about the ability to pick
stocks without regard to customized client strategies. In my early
years at Dean Witter, through two decades at Morgan Stanley, to our
work today as independent wealth management advisors, I've seen and
participated in a great transition.
Retirement planning, today, is more likely to include a
blessedly longer life, but one without a corporate defined-benefits
plan. Some of us could see these changes coming as markets and
society evolved. Very early in my career, I began developing my own
spreadsheets that took a client's timeline much further out on the
horizon, introducing hundreds of variables and options that offered
a more realistic, and holistic, look at real life, not just an
investment life.
Tactical asset allocation - the hallmark of Wiley Group -
involves monitoring 20 asset classes and matching allocations
responsively to the global macro-economic environment. Our goal is
consistent and sustainable return over decades of time.
We invest in technology, research and the best people in the
business in order to ensure that our tactical asset allocation
approach, coupled with a commitment to service and integrity,
drives everything we do. Which means that in volatile times, we are
driven not by what is expedient for right now, but by what has
evolved as tried and true over a quarter century.
