One of the biggest challenges facing retirees is trying to find the “right” amount of money to receive on a monthly basis.
Convertibles are a unique asset class that is often overlooked by many investors. They can offer the best of both worlds, combining desirable features of both stocks and bonds.
An Informative Guide for Investors Who Seek Growth and Preservation of Wealth. The Markets and Convertible Bonds: A Plan to Stay the Course…
The outbreak of the global COVID-19 pandemic resulted in historic economic and market volatility in the first quarter of 2020. After the end of the longest bull market in U.S. history, the equity markets…
An informative historical review of bull and bear markets leading up to the present state of our global economy. Bull and bear stock markets have been around since the beginning of stock indices in 1896. Currently, we are in the longest…
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.
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.
Wellesley offers a leveraged convertible bond strategy available through a private placement for accredited investors and qualified clients only.
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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