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Wellesley Investment Advisors, Inc.

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Wellesley Investment Advisors, Inc.

Overview:

Wellesley Asset Management, Inc. is an SEC registered investment advisory firm serving individuals, families, trusts, retirement plans, and other investment professionals. Founded in 1991 by Greg Miller, CPA and Darlene Murphy, CPA, CFP®, the firm specializes in the management of convertible bonds deploying an absolute return-seeking strategy. Wellesley Asset Management provides convertible bond investment services through separately managed accounts, a private partnership, and mutual funds.

Since its inception, WAM has grown under Greg and Darlene’s leadership to a firm with approximately $2.5 billion assets under management and over 35 employees. During this period of growth, the firm has received numerous industry recognitions and is pleased to announce that Barron's Magazine named Greg Miller and Wellesley Asset Management to its list of America's Top 100 Independent Financial Advisors for the seventh consecutive year, ranking number one in Massachusetts and third nationwide in the September 2017 publication. Barron’s Magazine also named Greg Miller and Wellesley Asset Management the number one financial advisor in Massachusetts for the third year in a row in its Top 1,200 Financial Advisors list published in March 2017.

History:

Founded in 1991 by Greg Miller, CPA and Darlene Murphy, CPA, CFP®.

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