Wellesley Office Park
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
20 William St Ste 130, Wellesley, Massac...Revenue
$8.2 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Wellesley Office Park
Wellesley Asset Management is an independent, registered investment advisory firm that specializes in helping investors navigate market volatility through a non-traditional approach utilizing convertible bonds. The firm caters to a diverse range of clients, including registered investment advisors, institutional investors, and accredited clients, offering separate account management and a leveraged convertible bond strategy. Wellesley also provides three mutual funds designed to meet various investor risk tolerances, aiming to outperform equities and fixed income over full market cycles. With a focus on mitigating risk while seeking returns, Wellesley positions itself as a specialist in convertible bonds.Explore more
Wellesley Office Park Org Chart
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2020
Debt
$350K
Wellesley Office Park Tech Stack
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Wellesley Office Park News & Media
Wellesley Asset Management, Inc. Announces New Portfolio Manager to Join its Investment Team
PORTSMOUTH, N.H., Dec. 19, 2023 /PRNewswire/ -- Wellesley Asset Management ("Wellesley"), an asset manager specializing in convertible bonds, is pleased to announce the recent addition of David Clott, CFA, to its Portfolio Management team. David will help manage Wellesley's line of...Forbes Announces America's Top RIA Firms for 2023: Wellesley Asset Management Ranked #19
PORTSMOUTH, N.H., Dec. 13, 2023 /PRNewswire/ -- Wellesley Asset Management, Inc. was ranked #19 on Forbes October 10th, 2023 list of America's Top RIA Firms*. R.J. Shook, Forbes Contributor, wrote, "All of the RIAs on Forbes list have strong pedigrees when it comes to providing a steady...Wellesley Asset Management, Inc Opens Portsmouth, New Hampshire Office
Wellesley Asset Management, Inc., a convertible bond investment advisory firm with about $2 billion in assets under management, announced today the opening of a new office in Portsmouth, New Hampshire.Barron's Lists Michael Miller, President of Wellesley Asset Management, As One of America's Top 1,200 Financial Advisors
Rankings Based on Assets under Management, Revenue Generated by Advisors for Their Firms, and the Quality of the Advisors' Practices WELLESLEY, Mass. , March 15, 2022 /PRNewswire/ -- Wellesley Asset Management, Inc. announced today that President and Chief Investment Officer Michael D....
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Wellesley Asset Management is an independent, registered investment advisory firm that specializes in helping investors navigate market volatility through a non-traditional approach utilizing convertible bonds. The firm caters to a diverse range of clients, including registered investment advisors, institutional investors, and accredited clients, o... Read More
