WELLESLEY, Mass.--(BUSINESS WIRE)--Michael Miller, CFIP, Chief Investment Officer of Wellesley Asset Management, Inc. was recently named to Forbes list of America’s Top Next Generation Wealth Advisors. Miller ranked prominently in the top 25 nationwide and number one in Massachusetts for the second year in a row.
R.J. Shook, Forbes Contributor, wrote, “We are endlessly contemplating the future of wealth management. The industry is encountering forces that will forever change this industry, and because SHOOK Research is on the forefront of this thought leadership we are constantly asked about our thoughts. So we embarked on an in-depth study. To study the future, we rely on the best forward-thinkers in this business – our Forbes/SHOOK Top Advisors.”
Michael Miller commented, “I am honored to receive this acknowledgment by Forbes and SHOOK Research. Their recognition speaks to the dedicated work our entire team at Wellesley Asset Management performs to make sure our clients’ goals and interests are always our paramount focus.”
“I am so pleased to see my business partner receive this top ranking for the second consecutive year,” said Darlene Murphy, CPA, CFP®, President and co-founder. “Michael’s knowledge of our investment strategy is a vital component of Wellesley Asset Management’s success, especially as we move forward to educating future generations of individuals and investment professionals on the growth and protection benefits that may be achieved by investing in convertible bonds.”
To be included in this ranking, advisors must have been born in 1980 or later. These advisors must have built and lead their own teams; joined a team of specialists and work in an advisor-type role; or be a hybrid of the two models. Nominees are interviewed by telephone and in person. They are required to complete an extensive survey which includes such factors as compliance records, client service models, investing process, revenues, and assets managed. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.
About Wellesley Asset Management, Inc.
Trusted advisors to a diverse client base, Wellesley Asset Management (Wellesley) is an SEC registered investment advisory firm with assets under management exceeding $2.5 billion. 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, family offices, banks, and other investment professionals. Founded in 1991, by Greg Miller, CPA and Darlene Murphy, CPA, CFP®, Wellesley invests in an absolute return-seeking strategy deploying convertible bonds. Additional information about the firm is available at www.wellesleyinvestment.com.
Forbes Inc. has enjoyed a long history as one of the most successful and recognized publishers of financial news and information and ranks as one of the top 15 highest-grossing magazine publishers. Forbes magazine and international editions are read by more than five million people. In addition to the flagship magazine, the company produces Forbes.com, a leading online business site.
Forbes and SHOOK Research do not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. SHOOK’s research and rankings provide opinions only and should not be construed as how to choose the right financial advisor.
Forbes and SHOOK Research are not referral services and do not recommend or endorse any particular financial advisor and offers opinions, not advice, regarding the quality or suitability of any particular financial advisor for specific investments or financial planning.
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 client’s experience and should not be taken as an indication or guarantee of performance by Wellesley Asset Management and any of its clients. Working with a highly ranked advisor does not ensure that a client will experience a higher level of performance or guarantee results. Rankings do not imply endorsement or sponsorship of any company or organization. Rankings are limited only to participating advisors.