The Wall Street Journal Reports Barron’s 2019 Top Adviser List
Greg Miller, CPA, CEO, Portfolio Manager and Co-Founder of Wellesley Asset Management, Inc., has been ranked #1 in Massachusetts for the fifth consecutive year on Barrons list of Americas Top 1,200 Financial Advisers. Featured in the March 14, 2019 edition of The Wall Street Journal, the Top 1,200 ranking is Barrons most comprehensive list of advisers which is published annually.
Following the ranking announcement, Greg Miller, a nationally recognised convertible bond expert with over 25 years of convertible bond experience, said, I am honored to have been ranked the top financial adviser in Massachusetts once again by Barrons. I believe this is a testament to our convertible bond investing strategy with the goal of principal protection, while at the same time, outperforming equities and fixed income over complete market cycles.
President, Portfolio Manager and Co-Founder of Wellesley Asset Management, Darlene Murphy, CPA, CFP, commented, It is truly an honor to be recognised again by Barrons as the top adviser in our home state of Massachusetts. This is a tribute not only to Greg Miller, but also to our team of professionals and to our loyal clients nationwide who inspire us to strive for excellence.
Michael Miller, CFIP, Chief Investment Officer added, We believe our success is directly related to investors concerns about possible upcoming market corrections and a desire for relative safety for their investments, while still pursuing equity-like capital appreciation. We believe properly selected convertible bonds offer this opportunity. In addition, convertible bonds are one of the few fixed income vehicles that have historically performed well during periods of rising interest rates.
To be nominated for Barrons Top 1,200 Financial Adviser listing, advisers must complete an extensive survey about their practice. Barrons also examines regulatory records, internal company documents, and 100-plus points of data provided by the firm. The criteria for inclusion are total assets under management and revenue generated, as well as the overall quality of the practice. Investment performance is not an explicit criterion, because it can be skewed by each clients appetite for risk. In many cases, the objective is preservation of wealth, rather than extraordinary returns.
About Wellesley Asset Management, Inc.
Wellesley Asset Management (Wellesley) is an SEC registered investment advisory firm located in Wellesley, Massachusetts specialising in the management of convertible bonds through separately managed accounts, mutual funds and a private fund. Wellesley is a trusted adviser to a diverse client base serving high and ultra-high net-worth individuals, registered investment advisers, institutions, pensions, and other investment professionals. Founded in 1991, by Greg Miller, CPA and Darlene Murphy, CPA, CFP, Wellesley invests in convertible bonds deploying absolute return-seeking strategies. Additional information about the firm is available at https://www.wellesleyassetmanagement.com/
About The Wall Street Journal & Barrons
The Wall Street Journal has been a trusted name since 1889 for unparalleled analysis and unique reporting of informing decisions that drive the world forward. Winner of 37 Pulitzer Prizes for outstanding journalism, the Journal includes coverage of U.S. and world news, politics, arts, culture, lifestyle and more. Barrons, published by Dow Jones since 1921, is Americas premier financial magazine. It is the trusted financial publishing brand that people active in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being. The Wall Street Journal and Barrons are registered trademarks of Dow Jones & Company, Inc. All rights reserved.
Past Performance is no guarantee of future results.
All investing involves risk, including the risk of loss. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.
Rankings should not be viewed as representative of any one clients experience and should not be taken as an indication or guarantee of performance by Wellesley Asset Management and any of its clients. Rankings published by magazines generally base their selections exclusively on information prepared and/or submitted by the recognised adviser. Working with a highly ranked adviser does not ensure that a client will experience a higher level of performance or guarantee results.