On the heels of an abysmal February and March for equity-centric investors, market participants were rewarded during the second quarter.
We put the interest of each and every client first
The team of professionals at Wellesley Asset Management (WAM) shares a collective commitment to our clients, and that is—we put the interest of each and every client first. We recognize that behind every dollar in a portfolio, there is a person or family with a specific plan and purpose for that investment. We honor that plan as we work with you toward your financial goals.