Entities

Wellesley Asset Management

Wellesley Asset Management

Acronym
WAM
Founding Date
1991

Wellesley Asset Management is an independent investment advisory firm dedicated to providing expert investment advice. It specializes in the management of convertible bonds to achieve return while seeking to mitigate risk for its clients. Wellesley utilizes an absolute return style approach, with fundamental analysis in the capacity of a sub-advisor to many national and regional brokerage firms and fellow RIA firms.

The firm's investment objective is to:

1) minimize downside risk and

2) maximize capital appreciation over full market cycles