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Wellesley Asset Management, Inc.

Headquartered in PORTSMOUTH, NH

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Firm Information

Wellesley Asset Management, Inc. is an investment advisor based in Portsmouth, NH. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They have over $2.1 billion in regulatory assets under management and have a strong track record of working with high-net-worth individuals, insurance companies, investment companies, and charitable organizations. The firm also offers a wrap fee program.

Wellesley Asset Management, Inc.

100 MARKET STREET

PORTSMOUTH, NH 03801

$2.10B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (7)

WELLESLEY ASSET MANAGEMENT, INC. has a total of 7 branch locations across the country.
location

Sarasota, FL

location

HOMER GLEN, IL

location

WELLESLEY, MA

location

Cumming, GA

location

Longboat Key, FL

location

PORTSMOUTH, NH

location

Pleasant Hill, IA

Advisors at Wellesley Asset Management, Inc.

View All 15 Advisors
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David Jacques Moret

RA

PORTSMOUTH, NH

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Christopher John Carrelha

RA

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Michael David Foley

RA

PORTSMOUTH, NH

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James Carl Miklas

RA

Portsmouth, NH

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Thomas Francis Lahaise

RA

PORTSMOUTH, NH

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Dennis Matthew Scarpa

CFA®, RA

PORTSMOUTH, NH

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Michael Francis Rathnau

RA

HOMER GLEN, IL

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Michael David Miller

RA

PORTSMOUTH, NH

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Disclosures

There are no public disclosures for Wellesley Asset Management, Inc..

Frequently Asked Questions (8)

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