Experienced professionals, reasonable cost and direct access to your portfolio manager

Wellesley Investment Partners is a collection of experienced individuals who have worked at larger firms and have chosen a boutique setting.

In our collective experience, we find many investors are charged too much and receive too little from their investment counsel. We work with individuals and families, private foundations and endowments to construct broadly diversified investment strategies which fit the long-term financial goals of our clients.

  • Professional Fee-based Investment Management
  • Modern technology with vintage service
  • Focus on broad diversification and after-tax return
  • Empower clients through candor and transparency
Investment Strategies

Wellesley Investment Partners offers several investment strategies intended to help clients achieve their investment and financial goals.

Philosophy

Wellesley Investment Partners adheres to a disciplined philosophy which is focused on investing for the long-term.

Investment Professionals

Wellesley Investment Partners’ team of seasoned investment professionals work closely with clients and develop a deep understanding of their financial lives to help them achieve their investment goals.

Advisory Board

Wellesley Investment Partners’ Advisory Board includes both current and former industry professionals.

June 30, 2017 Q2 2017 Market Update - Read about our thoughts on the current state of the global capital markets. Read Now