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About Wellesley Investment Advisors, Inc.
Founded in 1991 by Greg Miller CPA and Darlene Murphy CPA, Wellesley Investment Advisors, Inc. was created based on the principles of Limited Risk Investing. Limited Risk Investing involves the melding of two seemingly contradictory goals--maximizing returns and protecting principal.
Most people understand that, historically, stocks have provided the best opportunity to increase wealth over the long run. However, the potentially devastating downside risk keeps many people from investing in stocks. To alleviate this problem, Limited Risk Investing combines participation in the long-term appreciation potential of growth assets such as stocks with the protection of principal.
Limited Risk Investing enables you to participate in growth opportunities that might otherwise be too volatile for your risk tolerance. The result can often be preservation of principal with excellent long-term capital appreciation.
We offer a variety of investment techniques, including:
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Convertible Bonds -
Index and Equity Linked Notes -
Synthetic Convertibles -
Mutual Funds that have historically adhered to Limited Risk strategies -
Hedge Funds -
Other structured Limited Risk products
Important Disclosures: No content on this Web site should be construed as specific investment advice, or replacement for investment advice from Wellesley Investment Advisors, Inc., or any other investment professional. Convertible bonds and Indexed Linked Securities or Notes may be called if there is such a provision in the bond or security. Indexed Linked Securities and notes as well as convertible bonds carry a default risk by the Issuer,may lose value, and are not FDIC insured. Information herein describing Limited Risk Investing and Limited Risk Investments is representative only and does not necessarily reflect terms, market conditions or available instruments.
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