CONVERTIBLE BOND SPECIALISTS Experience. Discipline. Action.

Market Insights

Our Story

Wellesley Asset Management, Inc. is an independent, registered investment advisory firm dedicated to providing expert investment advice. 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 Investment Officer of Wellesley Asset Management, Inc. and a Portfolio Manager of the firm’s mutual funds, separately managed accounts and private fund.
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Greg Miller
CEO and founder of Wellesley Asset Management in 1991, Greg draws on over thirty-five years of investment and financial experience.
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Our Approach

We put the interest of each and every client first.

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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