The purpose of this website is to provide informational material to our clients and readers. None of the content should be construed as specific investment advice, or replacement for investment advice from Wellesley Investment Advisors, Inc., or any other investment professional. This is not an offer to purchase securities. Although information has been obtained from and is based on sources WIA believes to be reliable, WIA does not guarantee the accuracy of the information, and it may be incomplete or condensed. All investments, including convertible bonds, have a risk of loss. Past performance is not a guarantee of future results.
Disclosures Regarding Honors and RecognitionsAwarded to
Wellesley Investment Advisors, Inc. and its Executives
Honors and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Wellesley Investment Advisors, Inc. is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of Wellesley Investment Advisors, Inc. or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized advisor. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, users should note that past results are not indicative of future results.
Please see below for a more detailed description of the criteria used with respect to the awards and recognitions granted to Wellesley Investment Advisors, Inc., and, as indicated below, its individual employees.
Advisor’s assets under management, contribution to the firm’s revenues and profits, and quality of service. The Barron’s list included Wellesley Investment Advisors’ CEO.
Boston Business Journal criteria:
For the 2012 (BBJ/TCI) Top 100 Women-Led Business ranking, the firm’s 2011 total revenue. The award lists included Wellesley Investment Advisors' President.
Boston Globe / The Commonwealth Institute criteria:
For the 2014 and 2015 rankings, the firm's prior year total revenue, workplace and management diversity, innovation and the number of full-time employees. The award lists included Wellesley Investment Advisors' President. For the 2013 ranking, the firm's 2012 total revenue. The award list included Wellesley Investment Advisors' President.
Financial Advisor criterion:
Assets under management. The Financial Advisor list included Wellesley Investment Advisors, Inc.
Financial Times Top 300 disclosure:
The Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2014 and June 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.