Wellesley Asset Management, Inc. is an independent, registered investment advisory firm dedicated to help you navigate market volatility. Utilizing convertible bonds, Wellesley offers many different types of investors a non-traditional approach to achieving return while seeking to mitigate risk.
Leadership
Michael Miller
As President and Chief Executive 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.
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Greg Miller
Greg founded Wellesley Asset Management in 1991. Greg draws on over thirty-five years of investment and financial experience.
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SMA
Convertible bonds may be a suitable investment for absolute return oriented, long-term investors. Wellesley Asset Management offers separate account management for registered investment advisors, sponsored managed account platforms and other institutional investors. Convertibles can offer equity market exposure while seeking principal protection and the relative safety of bonds. Convertible bonds may outperform equities over complete bull and bear market cycles and do so with less volatility than a typical stock portfolio.
Private Partnership
Wellesley offers a leveraged convertible bond strategy available through a private placement for accredited investors and qualified clients only.
Miller Family of Funds
Wellesley offers three mutual funds that fit a variety of investor risk tolerances with the goal of outperforming equities and fixed income over full market cycles.
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