Forbes Proclaims High Funding Advisors: Greg Miller Ranked # 3 in Massachusetts and Michael Miller of Wellesley Asset Administration Ranked # 10 in Massachusetts | nationwide



WELLESLEY, Mass .– (BUSINESS WIRE) – February 25, 2021 –

Greg Miller, CPA, Founder and CEO and Michael Miller, CFIP, President and Chief Funding Officer of Wellesley Asset Administration, Inc. have been just lately ranked by Forbes as the three and 10 funding advisers in Massachusetts respectively for 2021.

RJ Shook, Forbes contributor, wrote: “One of the best counselors give attention to laser to have a optimistic affect on the lives of their shoppers, they wish to add that means, to assist them reside higher. That is how we take into consideration our analysis course of every single day. If we’re to advocate advisers to the general public, we have to be sure that every advisor is of top of the range. After we meet with a counselor in particular person or on the telephone, we ask ourselves: is that this somebody who could make an affect and whom we’d advocate to a good friend or member of the family? “

All the Wellesley Asset Administration workforce congratulates Greg and Michael on these two spectacular rankings. Greg and Michael are intimately concerned within the day-to-day enterprise operations and choice of investments for mutual funds, hedge funds and individually managed accounts. Every of their respective information and expertise has led the corporate to develop considerably in property below administration, whereas sustaining its buyer focus.

Greg Miller stated, “We’re happy with the contribution of the entire firm to our success over time as we proceed to give attention to wonderful customer support and robust funding efficiency. Michael and our workforce have been instrumental in driving Wellesley’s regulatory property below administration, exceeding $ 2.8 billion in January, the best stage in our 30-year historical past.

Michael Miller commented: “Greg and I are grateful to obtain these essential rankings once more this 12 months – a terrific honor for us in addition to for our firm, and a tribute to the convertible bond funding technique we’ve supplied to our shoppers. shoppers. Significantly throughout instances of market volatility, we stay assured in offering funding merchandise that purpose to extend wealth whereas defending capital. “

About Wellesley Asset Administration, Inc.

Wellesley Asset Administration (Wellesley) is an SEC registered funding advisory agency situated in Wellesley, Massachusetts specializing within the administration of convertible bonds by way of individually managed accounts, mutual funds and personal funds. Managing almost $ 3 billion in property, Wellesley is a trusted advisor to a various clientele serving excessive web price and excessive web price people, registered funding advisers, establishments, pension plans and different professionals. funding. Based in 1991 by Greg Miller, CPA, Wellesley invests in convertible bonds by deploying methods to hunt absolute return. Extra firm info is obtainable at www.wam.com.

Disclosures:

Any funding entails danger, together with the chance of loss. There may be no assurance that an funding will meet its efficiency aims or that losses will probably be prevented.

Scores shouldn’t be taken as consultant of a shopper’s expertise and shouldn’t be taken as a sign or assure of efficiency by Wellesley Asset Administration and any of its shoppers. Working with a excessive stage advisor doesn’t assure {that a} shopper will profit from the next stage of efficiency or assure outcomes.

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CONTACT: Wellesley Asset Administration, Inc.

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[email protected]

KEYWORD: MASSACHUSETTS NORTH AMERICA UNITED STATES

INDUSTRY KEYWORD: BANKING CONSULTING FINANCING OF PROFESSIONAL SERVICES

SOURCE: Wellesley Asset Administration, Inc.

Copyright Enterprise Wire 2021.

PUB: 02/25/2021 08:18 AM / DISC: 02/25/2021 08:18 AM

http://www.businesswire.com/information/dwelling/20210225005082/en

Copyright Enterprise Wire 2021.



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