Founded in 1991 by Greg Miller, Wellesley Asset Management, Inc. (“Wellesley”) is a registered investment advisory firm managing approximately $2 billion in assets with a team of about 30 employees. With over three decades of experience, Wellesley is committed to the dual objectives of growth and capital preservation, offering diversified investment strategies that emphasize principal protection alongside opportunities for growth and income. Guided by the steadfast principle of Capital Preservation Plus Growth, the firm serves a wide range of high-net-worth clients—including individuals and families—helping them achieve risk-tolerant, diversified asset allocations aligned with their financial goals.