WELLESLEY, Mass.--()--Wellesley Investment Advisors, Inc. was rated among “The Top 100 Independent Financial Advisors” by Barron’s Magazine in their August 29th edition.
The rankings, determined by Barron’s, reflect assets under management, revenues and quality of service.
Greg Miller, CPA, CEO and Co-Chief Investment Officer, comments, “Barron’s acknowledgement of Wellesley Investment Advisors as a Top 100 Independent Advisor confirms the value proposition of our 20-year plus convertible bond strategy in preserving and growing wealth in both up and down markets. We are honored to have received this recognition. This achievement was made possible by the dedication, hard work and unrelenting commitment of our team in providing our clients with the best possible investment advisory service.”
Founded in 1991 by Greg Miller, CPA of Weston, MA and Darlene Murphy, CPA, CFP®, of Sudbury, MA, Wellesley Investment Advisors is a RIA firm that manages over $1 billion of convertible bonds for high net-worth individuals, institutions, RIAs and other investment advisors throughout the United States. Wellesley Investment Advisors provides convertible bond services through separately managed accounts and an open-end convertible bond mutual fund.
Wellesley Investment Advisors, Inc.
20 William Street
Wellesley,
MA 02481

