Wellesley Asset Management, Inc

About

Wellesley Asset Management, Inc. in Portsmouth, NH specializes in investment strategies focused on convertible securities. Their offerings include core long-only strategies that emphasize balanced profile convertible bonds, as well as hedged market-neutral strategies utilizing convertible arbitrage to capture relative value opportunities. The firm provides separately managed accounts for investment advisors and institutional investors, aiming to combine equity market exposure with the safety of bonds. Wellesley also manages the Miller Family of Funds, which consists of three mutual funds and an actively managed ETF designed to meet various risk tolerances.

Service area

Serves the business city