Greg Miller, CPA, Founder and CEO and Michael Miller, CFIP, President and Chief Investment Officer of Wellesley Asset Management, Inc. were recently ranked by Forbes as the #3 and #10 Investment Advisors respectively in Massachusetts for 2021.
R.J. Shook, Forbes Contributor, wrote, "The very best advisors are laser focused on having a positive impact on their clients' lives, they want to add meaning, help them live better lives. This is how we think about our research process every day. If we're going to recommend advisors to the public, we have to make sure every advisor is high quality. When we meet with an advisor in person or on the telephone, we are thinking to ourselves: Is this someone that can offer impact, and we would recommend to a friend or family member?"
The entire team at Wellesley Asset Management congratulates Greg and Michael on these two impressive rankings. Greg and Michael are intimately involved in the day-to-day business operations and investment selection for the firm’s mutual funds, hedge funds and separately managed accounts. Each of their respective knowledge and experience has led the firm to grow significantly in assets under management, while retaining our client centric focus.
Greg Miller stated, "We are proud of the entire firm’s contribution to our success over the years as we continue to focus on client service excellence and strong investment performance. Michael and our team have been instrumental in Wellesley’s regulatory assets under management breaking $2.8 billion in January, the highest in our 30-year history."
Michael Miller commented, "Greg and I are thankful to receive these prominent rankings again this year—a great honor for us as well our firm, and a tribute to the convertible bond investment strategy that we have provided to our clients. Especially during periods of market volatility, we remain confident about offering investment products that seek to grow wealth while protecting principal."
About Wellesley Asset Management, Inc.
Wellesley Asset Management (Wellesley) is an SEC registered investment advisory firm located in Wellesley, Massachusetts specializing in the management of convertible bonds through separately managed accounts, mutual funds and private funds. Managing assets of nearly $3 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. Additional information about the firm is available at www.wam.com.
All investing involves risk, including the risk of loss. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Rankings should not be viewed as representative of any one client’s experience and should not be taken as an indication or guarantee of performance by Wellesley Asset Management and any of its clients. Working with a highly ranked advisor does not ensure that a client will experience a higher level of performance or guarantee results.
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Wellesley Asset Management, Inc.