Jim Wiley
Founder, CEO and Chief Investment Strategist at Wiley Group
- Location
- Greater Philadelphia Area
- Industry
- Financial Services
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Jim Wiley's Overview
- Current
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- Founder, CEO and Chief Investment Strategist at Wiley Group
- Past
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- Senior Vice President at Morgan Stanley
- Education
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- Dickinson College
- Wharton Executive Education Program
- Connections
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500+ connections
- Websites
Jim Wiley's Summary
The changes I've witnessed in the investment business over two-and-a-half 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 the 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.
Specialties
Retirement Planning and Portfolios
Tactical Asset Allocation
Creating Life Plans
Innovative and Creative Business Practice
Karmic Business Management
Jim Wiley's Experience
Founder, CEO and Chief Investment Strategist
Wiley Group
Privately Held; 1-10 employees; Financial Services industry
2009 – Present (3 years)
The Wiley Group is an independent wealth advisory firm specializing in low-volatility, steady-return investment portfolios that are designed and managed to provide lifelong income. By using market movement with deliberate restraint, Wiley Group aims to grow client's retirement assets and offer them long-term peace of mind.
Senior Vice President
Morgan Stanley
Public Company; 10,001+ employees; ms; Financial Services industry
1984 – 2009 (25 years)
Chairman's Club (top 150 producers nationally) every year since 1990.
Jim Wiley's Education
Dickinson College
Bachelor's degree, Political Science
1979 – 1983
Activities and Societies: International Studies Program; Bologna, Italy (1981-1982)
Wharton Executive Education Program
Graduate
Jim Wiley's Additional Information
- Websites:
- Interests:
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physical fitness and wellness (running, bike racing, yoga, diet & nutrition); philanthropy; astronomy; spirituality; botany; behavioral science; metaphysics; European sports cars
- Groups and Associations:
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CEO Think Tank, Rockefeller Habits, Regional Advisory Board for Caron Treatment Centers, Philadelphia Charity Board
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Contact Jim for:
- consulting offers
- new ventures
- expertise requests
- business deals
- reference requests
- getting back in touch
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