Wellesley Asset Management, Inc.

Today, #Wellesley Asset Management recognizes those who served and are still serving our country. Veteran’s Day is a time to recognize the sacrifices that were made by our service members and their families that allow us to live with the freedoms we enjoy each and every day. From all of us at Wellesley we want to take a moment to reflect and express our gratitude – we cannot thank you enough for your dedication, your bravery, and your service! KS11112024-1-124

#Wellesley Portfolio Manager and Co-CIO David Clott, CFA touches on the uncertainty surrounding the election, inflation, and interest rate cuts that are at the forefront of investors’ minds.? ? Read the full Commentary on our Investment Grade, Bond Fund here: https://lnkd.in/gQhsFdav ?????????????????? ???????????? ?????????????????? ???????????????? ?????? ???????????????????? ????????????????????, ??????????, ?????????????? ?????? ???????????????? ???? ?????? ???????????? ???????????????????????? ???????? ????????. ???????? ?????? ?????????? ?????????????????? ?????????????????????? ?????????? ?????? ???????? ???? ?????????????????? ???? ?????? ????????????????????, ?????????? ?????? ???? ???????????????? ???? ?????????????? 781-416-4000. ?????? ???????????????????? ???????????? ???? ???????? ?????????????????? ???????????? ??????????????????. ?????? ???????????? ???????????????????????? ???????? ???????? ???? ?????????????????????? ???? ???????????????? ???????????? ????????????????????????, ??????, ???????????? ??????????/????????. ?????????????????? ?????????? ????????????????????, ??????. ?????? ???????????????? ???????????? ????????????????????????, ?????? ?????? ?????? ???????????????????? ????????????????. 20241024-3966433

We are honored to have been named on Forbes list of America’s Top RIA Firms for 2024! This list recognizes independent firms for their leadership and experience as a financial advisory firm.?#WellesleyAssetManagement was listed as the 31st Top RIA Firm out of 250 firms across the country. View the full list here: https://lnkd.in/gyRbJuW8 Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. Please click?here?for award disclosures. Unless otherwise specified, all awards shown are based on the one-year period immediately preceding the date listed. No compensation was paid by WAM to receive or be considered for the ratings.

We are excited to welcome Chris Carrelha, CIMA? to the #Wellesley Asset Management team as Director, Institutional Sales! Chris brings a wealth of knowledge and experience to our sales and distribution team.? Welcome aboard Chris!

The Miller Intermediate Bond Fund (MIFIX) is a Investment Grade bond portfolio we feel is differentiated from peers and has the potential to outperform in any interest rate environment. For more information on our Fund's performance and Morningstar rating visit our website at https://lnkd.in/ear5EEnY or contact us at [email protected]. Important Risk Information All fixed-income securities are subject to two types or risk: credit risk and interest rate risk. When the general level of interest rates goes up, the prices of most fixed-income securities go down. When the general level of interest rates goes down, the prices of most fixed-income securities go up. A portion of the Fund’s securities may be rated below investment grade. Lower rated fixed income securities are subject to greater risk of loss of income and principal than higher-rated securities. The prices of lower rated bonds are likely to be more sensitive to adverse economic changes or individual corporate developments. Investments in convertible securities subject the Fund to the risks associated with both fixed-income securities and common stocks. Exchangeable and synthetic convertible securities may be more volatile and less liquid than traditional convertible securities. In general, stock and other equity security values fluctuate, and sometimes widely fluctuate, in response to activities specific to the company as well as general market, economic and political conditions. The Fund may invest a significant amount of its assets in a particular industry, market, or sector. The value of its shares may be more susceptible to adverse changes within that market or sector than a Fund that does not focus its investments in a particular industry, market or sector. ?????????? ???? ???? ?????????????????? ?????? ???????? ???????? ?????????????? ?????? ???????????????????? ????????????????????. ?????????????????? ???????????? ?????????????????? ???????????????? ?????? ???????????????????? ????????????????????, ??????????, ?????????????? ?????? ???????????????? ???? ?????? ???????????? ???????????????????????? ???????? ????????. ???????? ?????? ?????????? ?????????????????? ?????????????????????? ?????????? ?????? ???????? ???? ?????????????????? ???? ?????? ????????????????????, ?????????? ?????? ???? ???????????????? ???? ?????????????? 781-416-4000. ?????? ???????????????????? ???????????? ???? ???????? ?????????????????? ???????????? ??????????????????. ?????? ???????????? ???????????????????????? ???????? ???????? ???? ?????????????????????? ???? ???????????????? ???????????? ????????????????????????, ??????, ???????????? ??????????/????????. ?????????????????? ?????????? ????????????????????, ??????. ?????? ???????????????? ???????????? ????????????????????????, ?????? ?????? ?????? ???????????????????? ????????????????. 202410103912323

Seeks to Mitigate Market Risk and Volatility - The Miller Market Neutral Fund (MMNIX) may offer non-correlated returns and income in any market environment. For more information, please reach out. https://lnkd.in/eE8eAM_y ???????????? ?????????? ?????????????? ???????? ?????????????????? ?????? ???????????????? ???????? ???? ?????????????????? ?????? ?????????? ???? ???? ?????????????????? ???????? ?????? ???????? ???????? ?????????????? ?????? ???????????????????? ????????????????????. ?????????????????? ???????????? ?????????????????? ???????????????? ?????? ???????????????????? ????????????????????, ??????????, ??????????????, ?????? ???????????????? ???? ?????? ???????????? ???????????? ?????????????? ????????. ???????? ?????? ?????????? ?????????????????? ?????????????????????? ?????????? ?????? ???????? ???? ?????????????????? ???? ?????? ????????????????????, ?????????? ?????? ???? ???????????????? ???? ?????????????? 781-416-4000. ?????? ???????????????????? ???????????? ???? ???????? ?????????????????? ???????????? ??????????????????. ?????? ???????????? ???????????? ?????????????? ???????? ???? ?????????????????????? ???? ???????????????? ???????????? ????????????????????????, ??????, ???????????? ??????????/????????. ?????????????????? ?????????? ????????????????????, ??????. ?????? ???????????????? ???????????? ????????????????????????, ?????? ?????? ?????? ???????????????????? ????????????????. 202410073912420

Why does Wellesley Asset Management specialize in convertible bonds? Convertibles may offer equity market exposure while seeking principal protection and the relative safety of bonds. Convertible bonds have the potential to outperform equities over complete bull and bear market cycles and may do so with less volatility than a typical stock portfolio. Learn more about our approach: https://lnkd.in/dQFZBG2D #WellesleyAssetManagement #Finance #Investment #Market #ConvertibleBonds ? Disclosure: An investment in convertible securities involves a risk of loss.?The value of an investment in convertible securities may decrease as well as increase.?The information and opinions presented are not definitive investment advice, should not be relied on as such, and should not be viewed as a recommendation.

Wellesley Asset Management’s convertible bond strategy strives to achieve two contradictory goals: capital preservation plus growth. By purchasing convertible bonds that are trading at or near par with what we deem to be strong credit-worthy names, we hope our convertible bond strategy will help investors achieve their financial goals. Learn more about our convertible bond strategy: https://lnkd.in/dQFZBG2D #WellesleyAssetManagement #ConvertibleBonds #Finance #Investment Disclosure: An investment in convertible securities involves a risk of loss.?The value of an investment in convertible securities may decrease as well as increase.?The information and opinions presented are not definitive investment advice, should not be relied on as such, and should not be viewed as a recommendation.??

Wellesley Asset Management is extremely honored to be a sponsor of the Dan Healy Memorial 5K event on November 3rd next month. Senior Chief Petty Officer Daniel R. Healy, a US Navy SEAL, lost his life heroically in Afghanistan on June 28, 2005. The Dan Healy Foundation upholds and honors his heroic efforts by being of service to the Seacoast, New Hampshire community through scholarships, providing aid to veterans, and offering grants to single parents. To learn more or sign up for the 5k race visit: https://lnkd.in/eM8wq6CS

Today, Wellesley Asset Management celebrates 33 years in business! Founded by Greg Miller in 1991, the firm has grown to serve a range of clients, individuals and families. As Wellesley continues to build and expand on opportunities in the convertible bond space, we wanted to take a moment to thank our employees, clients, and partners for their ongoing support. “As we enter our 34th year, I reflect on the one constant that has allowed us to achieve over three decades of success… our clients. Their trust and support has allowed us to become the firm we are today.”?- Michael Miller, CEO and President ? To learn more about Wellesley visit our website https://www.wam.com/ or email [email protected].