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.
As a registered investment advisor, we have a fiduciary duty to act in your best interest at all times. All accounts stay in your name and are held by an independent custodian.
As a client, you can expect unbiased, independent advice, periodic reviews, ongoing monitoring and high-level service from professionals who know you and your goals. We work with you and with the appropriate investments to help accomplish your financial objectives.
At WAM, we are able to build customized managed accounts. This allows us, as the advisor, to tailor a portfolio to accurately reflect each client’s risk tolerance.
