ABOUT US

Providing Investment Advice Since 1991

Wellesley Asset Management, Inc. is an independent, registered investment advisory firm dedicated to helping preserve and grow your capital.

The Wellesley Approach

Founded in 1991, Wellesley Asset Management, Inc. (“Wellesley”) is a registered investment advisory firm committed to the objectives of growth and capital preservation. With over three decades of experience, we manage diversified investment strategies emphasizing principal preservation along with growth and/or income. Our steadfast principles—Capital Preservation Plus Growth—has guided us in helping serve high-net-worth clients achieve a diversified and risk tolerant asset allocation to meet their financial goals.

Wellesley Asset Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wellesley Asset Management web site or incorporated herein, and takes no responsibility therefore.

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