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