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Barron’s Lists Michael Miller, Chairman of Wellesley Asset Management, as one of America’s Top 1,200 Financial Advisors

Rankings based on assets under management, revenue generated by advisors for their practices, and quality of advisor practices

WELLESLEYMass. , March 15, 2022 /PRNewswire/ — Wellesley Asset Management, Inc. today announced that President and Chief Investment Officer Michael D. Miller was appointed to Barrons 2022 list of “America’s Top 1,200 Financial Advisors”. This is the largest and most comprehensive collection of annual advisor lists Barrons publish. This is the first time that Mr. Miller has been ranked on the Barrons Top 1,200 list. He was one of only six registered investment advisers in the state of Massachusetts’ the top 30 ranked advisors named to the list.

In announcing this year’s list, Barrons noted: “Right now, investment advisers have their work cut out for them. For the first time in years, they must navigate a rising interest rate environment amid sustained and high inflation and doubts about the sustainability of corporate earnings Covid-19, which caused the spike in inflation, remains a headwind for the market, while Russia invasion of Ukraine adds a new dose of uncertainty. At the same time, advisors need to convince clients who have benefited from growth investments or broad indexation that it may be time to change the formula.”

“I am extremely happy to be included in the Barrons List of the top 1,200 financial advisors, alongside so many esteemed professionals,” said Michael Miller after hearing about his placement on the list. “Our philosophy of taking an absolute return approach to investing in alternative fixed income products and convertible bonds has proven valid over time, and especially in today’s uncertain market. recognized for our success by Barrons is a great validation of what we’ve done.”

Greg Miller, Wellesley’s CEO and Founder, said: “Under Michael’s leadership, Wellesley Asset Management has grown from a small local RIA company 15 years ago to a company with $3 billion assets under management and 40 employees. This would not have been possible without Michael’s hard work and exemplary service to our clients, employees and other investment professionals across the country. »

Barron’s 2022 Top Advisors by State ranking is based on data provided by approximately 6,000 of the nation’s most productive advisors. This is the largest and most comprehensive compendium of annual advisor lists Barrons publishes and includes a cross section of private wealth advisers, from independents who own and operate their own firms to advisers to major Wall Street firms.

About Wellesley Asset Management, Inc.
Wellesley Asset Management (Wellesley) is an SEC-registered investment advisory firm located in Wellesley, Mass. specializing in the management of convertible bonds through separately managed accounts, mutual funds and a private fund. Asset management around $3 billion in regulatory assets under management, Wellesley is a trusted advisor to a diverse client base serving high net worth and ultra high net worth individuals, registered investment advisers, institutions, pension plans and other investment professionals nationwide. Founded in 1991, by Greg MillerCPA, Wellesley invests in alternative fixed income strategies, market neutral bonds and convertible bonds seeking absolute returns over full market cycles.

For more information on Wellesley to visit www.wam.com or email the company at info@wam.com

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SOURCE Wellesley Asset Management, Inc.


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