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Wellesley Asset Management, Inc.
About
<p>Wellesley Asset Management (Wellesley) is an SEC registered investment advisory firm specializing in the management of convertible bonds through separately managed accounts, mutual funds and private funds. Managing assets of approximately $2 billion, Wellesley is a trusted advisor to a diverse client base serving high and ultra-high net-worth individuals, registered investment advisors, institutions, pensions, and other investment professionals. Founded in 1991, by Greg Miller, CPA, Wellesley invests in convertible bonds deploying absolute return-seeking strategies. </p> <p>Additional information about the firm is available at <a href=\"https://www.wam.com\">www.wam.com</a></p>
Press Releases
Wellesley Asset Management, Inc., Miller Intermediate Bond Fund (Ticker: MIFIX) Earns 5-Star Overall Morningstar Rating™
Released on February 1, 2024
Wellesley Asset Management, Inc. Announces New Portfolio Manager to Join its Investment Team
Released on December 19, 2023
Forbes Announces America’s Top RIA Firms for 2023: Wellesley Asset Management Ranked #19
Released on December 13, 2023
Wellesley Asset Management, Inc Opens Portsmouth, New Hampshire Office
Released on December 5, 2023
Barron’s Lists Michael Miller, President of Wellesley Asset Management, As One of America’s Top 1,200 Financial Advisors
Released on March 15, 2022
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