Providing Investment Advice Since 1991
Wellesley Asset Management, Inc. is an independent, registered investment advisory firm dedicated to helping preserve and grow your capital.
ABOUT US
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.