Casey Smith Positions For 2012: A Comprehensive ETF-Based Portfolio Strategy For The Next Year

Jan. 04, 2012 2:27 PM ETSTPZ, IGOV, VWO, DEM, DGS, FRN, DJP, MINT, SHY, BND, DWM, EFA, IVV, HDV, VNQ, SPLV, SDY, DON, DES24 Comments
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Casey Smith
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This is the 16th piece in our Positioning for 2012 series. Readers can find the entire Positioning For 2012 series here.

Casey Smith is President of Wiser Wealth Management, a Marietta, Georgia-based fee-only fiduciary wealth management firm offering asset management, tax preparation, estate planning and financial planning services. Wiser’s unique investing techniques have earned Casey speaking engagements at top ETF conferences around the world. When not running Wiser Wealth, Casey doubles as a pilot for an Atlanta-based commercial airline.

Seeking Alpha's Jonathan Liss recently spoke with Casey to find out how he planned to position clients in 2012 in light of his understanding of how a range of macro-economic and geopolitical trends were likely to unfold in the coming year.

Portfolio Construction

Seeking Alpha (SA): How would you generally describe your investing style/philosophy?

Casey Smith (CS): Wiser Wealth Management is a fiduciary fee only wealth management firm. Our investment philosophy is to maintain a diversified portfolio, keep costs low and always invest for the long-term.

As portfolio managers, we believe that long-term investing should focus on the use of index funds (Index mutual funds, ETFs or ETNs) as the only vehicles for investing. Very few active managers have beaten their assigned index over long periods of time. This also means that we will not attempt to time the market, make emotional short-term portfolio decisions or place large bets on any single sector or asset class. We seek to invest in long-term healthy asset classes.

Diversification is key to any portfolio. Our portfolios tend to have exposure to fourteen global asset classes. We choose these assets classes based on the historical long-term risk of holding these investments as well as what we call common sense future expectations. Through the use of index funds, we generally have portfolios that hold more than 3,200 stocks and over

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163 Followers
Casey T. Smith, President of Wiser Wealth Management, started the company in 2001. Prior to starting Wiser Wealth, Casey worked for a brokerage firm and quickly became unhappy with the traditional brokerage product pushing agenda. After seeing many financial advisors and companies acting in their own interest and not the client’s, he decided to create his own firm focused on the client’s best interest. In June 2001, Casey became a Registered Investment Advisor and formed a fee-only financial services firm, which later became Wiser Wealth Management, Inc. In 20 years, Casey has grown Wiser into a firm that is centered around client service and retention. His fee-only firm accepts fiduciary responsibility for its clients’ investments and welcomes investors of all wealth levels. In addition to financial planning and investing, Casey has positioned Wiser as a one-stop-shop that offers a full complement of services including financial planning, asset management, tax and legal.Matthews Barnett, CFP, CHfC, CLU, from Wiser Wealth Management is also a Contributor on Seeking Alpha

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