Navigation
close

Newsletters & Research

To join one of our email mailing lists please complete the following form.

Please select your subscription preferences

Market Commentaries
Webinars and additional research
Workshops and Events

A Letter From Jim Wiley

Meet Jim Wiley, CEO and Chief Investment Strategist of Wiley Group

A Letter From Jim Wiley

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 look at life, not just an investment life. I believe life is the sum of all choices and my interest is to help you to navigate the scarce resources of time, energy, and money and acheive the highest version of your self.

Financial life planning - the Wiley Group difference - engages our clients in assessing their current lifestyle as an integral contributor to numerous paths on the road to retirement. Our holistic approach examines key decision points with a ripple effect and the resources to make the most of every year, beginning now and including retirement. 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 to strive to provide consistent and sustainable returns over decades of time which allows our clients to live more.

We invest in technology, research and the best talent in the business in order to ensure that our comprehensive financial planning and tactical asset allocation approach, coupled with our commitment to service and integrity, drives everything that we do. We lead from the heart and see ourselves as partners on our clients' journeys. Our collaborative, open and honest client relationships, combined with our innovative financial life services differentiate Wiley Group from other firms and are the cornerstone for our success."

signature

A Letter From Jim Wiley

Meet Jim Wiley, CEO and Chief Investment Strategist of Wiley Group