Wellesley Investment Partners, LLC (WIP) is a wholly owned subsidiary of Cambridge Trust.
Products and services made available through WIP are not insured by the FDIC or any other agency of the United States or by the Share Insurance Fund and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate.
Past performance is no indication of future results. All investments, including those provided by WIP, involve risk of loss. Investors should consider these risks carefully before investing. Accordingly, investors may receive back less than originally invested.
This web site provides general information only. Neither the information nor any opinion expressed constitutes an offer or an invitation to make an offer, to buy or sell any securities or other investment or any options, futures or derivatives related to such securities or investments.
This web site is not intended to provide personal investment advice and it does not take into account the specific investment objectives, financial situation and the particular needs of any specific person who may receive this material. Investors should seek financial advice from Wellesley Investment Partners or another qualified professional regarding the appropriateness of investing in any securities or other investments or investment strategies discussed on this web site and should understand that statements regarding future prospects may not be realized.
Any information relating to the tax status of financial instruments discussed herein is not intended to provide tax advice or to be used by anyone to provide tax advice. Investors are urged to seek tax advice based on their particular circumstances from an independent tax professional.
Diversification does not ensure against loss or guarantee a profit.
This web site may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.
Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor.
WIP does not warrant or make any representations as to quality, content, accuracy or completeness of the information provided herein. Content materials have been compiled from a variety of sources, and are subject to change without notice.