Halbert Wealth Management Recognizes Barron’s Top 100 Award Recipient

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Wellesley Investment Advisors reaches $1.5 billion milestone and is named among Barron's Top 100 Independent Financial Advisors.

Visit Halbert Wealth Management at HalbertWealth.com
... advisors ranked by Barron’s represent the top 1% of their profession.

Halbert Wealth Management, Inc. (HWM) is pleased to announce that Wellesley Investment Advisors, one of the third-party investment advisors offered through its AdvisorLink® Program, has attained two important milestones. First, Wellesley has reached $1.5 billion in assets under management in its convertible bond strategies. Plus, Wellesley has been named a Barron’s Top 100 Independent Financial Advisor for the third year in a row.

The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. In a published letter, Barron’s Editor and President, Edwin A. Finn, Jr., noted, “From the outset, the rankings have been a remarkable success. It is now accepted in the industry that the advisors ranked by Barron’s represent the top 1% of their profession. In fact, it has become a badge of honor to be called a ‘Barron’s Advisor’…”

HWM President and CEO, Gary D. Halbert, observed, “We are very pleased that Greg Miller and his staff at Wellesley have attained this recognition. The hybrid nature of convertible bonds and their advantages in a diversified portfolio are not well known among individual investors, but our clients who seek equity-like returns with limited risk have found it to be important.”

About Wellesley Investment Advisors: With the goal of producing absolute returns, Wellesley’s investment strategies focus on convertible bonds to give both fixed-income and equity investors an alternative to unmanaged stock and bond allocations. For bond investors, convertibles can offer potential equity-like returns with managed risk. For stock investors, convertibles can offer equity market exposure while seeking principal protection usually associated with bonds.

Wellesley founder and Co-CIO, Greg Miller, CPA, noted, “We are very pleased that this recognition from Barron’s comes at a time when our assets under management now exceed $1.5 billion. We believe the growth in Wellesley’s assets demonstrates investors’ increasing concerns about bear markets and their desire for investments that maintain the safety of bonds with the potential capital appreciation of equities.”

More information on Wellesley’s Limited Risk Investing Program.

About Halbert Wealth Management, Inc.: HWM is an SEC Registered Investment Advisor located in Austin, Texas. HWM’s underlying investment philosophy is that individual investors should be able to enjoy the same advantages as large, institutional investors like foundations, endowments and pension funds. These sophisticated investors recognize the need to diversify into alternative strategies that actively manage assets rather than simply buying and holding.

Since 1995, HWM has offered clients access to a wide spectrum of specialized money managers representing a variety of active management strategies. Many of these money managers are smaller, boutique firms that might never gain investor visibility if not for being included in HWM’s flagship AdvisorLink® Program.

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