WELLESLEY, Mass.--(BUSINESS WIRE)-- For the seventh consecutive year, Greg Miller, CPA, CEO and Co-Founder of Wellesley Asset Management has been ranked a Top 100 Independent Financial Advisor by Barron’s. This year’s ranking, also published in the September 19, 2017 edition of The Wall Street Journal, marks the third time Miller has been Massachusetts’ top advisor on the list published annually by Barron’s, and the third year in a row he has placed in the top ten nationally, advancing to the #3 spot in the USA for 2017.
Following the ranking announcement, Greg Miller, a nationally recognized convertible bond expert, said, “I am honored that Barron’s once again has named us a top independent investment advisor and has given us the third highest rating in America. I believe this is an affirmation to our convertible bond strategy with the goal of principal protection, while at the same time, outperforming equities and fixed income over complete market cycles.”
President and Co-Founder of Wellesley Asset Management, Darlene Murphy, CPA, CFP®, commented, “It is truly an honor to be recognized again by Barron’s as a top advisor in the investment industry. This is a tribute not only to Greg Miller, but also to our team of professionals and to our loyal clients who inspire us to strive for excellence.”
Michael Miller, Chief Investment Officer added, “Barron’s honoring Greg with this award for seven consecutive years not only speaks to his accomplishments but to the accomplishments of Wellesley Asset Management. This recognition would not be possible without our staff’s constant focus on customer service, education and the management of principal protected convertible bonds. I am extremely proud of Greg Miller and our entire team at Wellesley.”
To be nominated for Barron’s Top 100 Independent Investment Advisor listing, advisors must complete an extensive survey about their practice. Barron’s rankings are based on three general categories: assets, revenue and quality of practice. Barron’s also examines regulatory records, internal company documents, and 100-plus points of data provided by the firm. Investment performance is not an explicit ranking criterion, because the returns experienced by clients are affected by their appetite for risk.
About Wellesley Asset Management, Inc.
Trusted advisors to a global client base, Wellesley Asset Management (Wellesley) is an SEC registered investment advisory firm with approximately $2.5 billion assets under management. The firm specializes in the management of convertible bonds through separately managed accounts, mutual funds and a private fund. Wellesley serves high net-worth individuals, registered investment advisors, 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 www.wellesleyinvestment.com.
Barron’s is America’s premier financial magazine, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. Barron’s 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. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
View source version on businesswire.com: http://www.businesswire.com/news/home/20170920006117/en/
Wellesley Asset Management, Inc.
Mary Lou Signorelli, 781-416-4000
Source: Wellesley Asset Management, Inc.