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Institutional

The institutional group works with financial intermediaries such as wire-houses, independent broker dealers, RIAs, and investment consultants for pension plans. Our convertible bond SMA and mutual fund strategy is offered on a variety of fee-based platforms wherein we function as the sub-advisor. Our mutual fund is also available to registered representatives on numerous brokerage platforms. The institutional group works directly with endowments, pension and retirement plans, and Taft-Hartley plans. External wholesalers in the institutional group provide direct support to advisors and brokers across the country.

If you are a financial professional and would like access to Wellesley Investment Advisors’ Fact Sheets and performance information, please call us at 781-416-4000 for login instructions.