Wellesley Investment Advisors Inc

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

33 Years

in Business

(781) 237-6163Call Visit WebsiteVisit Website Map & DirectionsDirections20 William St Ste G5Wellesley Hills, MA 02481 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Wellesley Hills with Investment Advisory Service

Waltham (7 miles)
Brighton (7 miles)
Brookline (8 miles)
Jamaica Plain (9 miles)
Natick (11 miles)
Cambridge (12 miles)
Dorchester (13 miles)
Somerville (13 miles)
Norwood (14 miles)
Lexington (14 miles)
Boston (15 miles)

More Info

Email

Extra Phones

Phone: (781) 239-3200

Phone: (781) 416-4000

Fax: (781) 237-6163

Other Link

http://www.wellesleyinvestment.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (781) 237-6163

Address: 20 William St Ste G5, Wellesley Hills, MA 02481

Website: http://www.wellesleyinvestment.com

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Wellesley Investment Advisors Inc

Investment Management
Mutual Funds
As President and Chief Investment Officer of Wellesley Asset Management, Inc. and a Portfolio Manager of the firm’s mutual funds, separately managed accounts and private fund, Michael is an integral part of the firm’s executive management team. He directs the firm’s trading, private client, and institutional teams and oversees day to day operations, strategic planning and execution. Michael is responsible for convertible bond research and product development, analyzing and monitoring portfolio holdings, and communicating performance, portfolio and fund data. He also constructs and analyzes client portfolios.
Bonds

Accounting Services

Financial Planning
In addition to his capacity as President and Chief Investment Officer, Michael works directly with some of the firm’s institutional clients. Michael uses his fifteen-plus years of fixed income and financial planning experience to guide and educate many financial advisors, plan sponsors, registered investment advisors and asset allocators on the benefits of convertible bond investing. Michael frequently speaks at national conferences, instructing and introducing investment professionals to the convertible bond asset class. Additionally, Michael educates both clients and investment professionals, regularly authoring white papers and market commentaries.
Retirement Planning
Asset Management
Greg founded Wellesley Asset Management in 1991. Greg draws on over thirty-five years of investment and financial experience. Greg is a nationally recognized provider of investment advisory services deploying convertible bonds. As CEO and Portfolio Manager, he has directed the absolute return-seeking philosophy of Wellesley Asset Management for over twenty-five years with the primary goal of principal protection combined with investment growth. Greg and the team at Wellesley Asset Management currently manage approximately $2 billion in convertible bonds for high and ultra-high net worth individuals, registered investment advisors, banks, pensions, wirehouses, financial advisors, and other investment professionals nationwide.

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