Halbert Wealth Management Announces Convertible Bond Program Passes $2 Billion in Assets

The Wellesley Convertible Bond Program offered by Halbert Wealth Management has surpassed $2 billion in assets. Wellesley has been managing convertible bonds for clients with its absolute return seeking strategy since 1995.

  • Share on TwitterShare on FacebookShare on Google+Share on LinkedInEmail a friendRepost This
Visit Halbert Wealth Management at HalbertWealth.com
We are seeing renewed demand for convertible bonds as investors react to historically low interest rates and near record stock prices.

Austin, Texas (PRWEB) June 23, 2014

Halbert Wealth Management (HWM) is pleased to announce that one if its AdvisorLink® recommended money managers, Wellesley Investment Advisors, has now surpassed $2 billion in convertible bonds under management.

Wellesley has been managing convertible bonds for clients with its absolute return-seeking strategy since 1995. By investing in principal-protected convertible bonds, Wellesley attempts to limit downside risk over full market cycles, while preserving upside potential.

“We are seeing renewed demand for convertible bonds as investors react to historically low interest rates and near record stock prices,” noted Greg Miller, CPA, Wellesley’s Co-Founder and Co-Chief Investment Officer.

Learn more about the Wellesley Convertible Bond Program.

HWM President and CEO, Gary D. Halbert, noted, “We have chosen to work with Wellesley because with convertible bonds, you have access to the benefits of stocks and bonds in a single investment. However, selection of the right convertible bonds is crucial.”

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 those enjoyed by large institutional investors such as 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.