Advanced Personal Investment Planning

Asset Management

Wellesley Private Advisors’ asset management process embodies the principles of clarity and transparency to help provide our clients with confidence. To implement the key elements of your personal investment plan, our team crafts a custom asset allocation strategy. After conducting a detailed personal needs analysis to get a clear understanding of your current financial situation, we leverage our independent platform to identify and select investment opportunities through our relationships with institutional investment managers across the entire asset spectrum. We complement this disciplined process with our execution capabilities.

Sustainable, Responsible, and Impactful Investment Management

Today, an increasing number of successful individuals, families, and organizations are seeking to align their investments with their core values. This method of investing is often referred to as Socially Responsible Investing (SRI). However, Wellesley Private Advisors come to more precisely call it Sustainable, Responsible and Impactful investing.

By implementing an SRI investment discipline, we are able to identify your specific environmental, social, and corporate governance concerns. We then select specialist firms in selecting separately managed accounts, mutual funds, index funds, or individual securities compatible with your values and objectives.

Life Management, Budgeting, and Administration

Another important outcome of a sound investment plan is the creation of a budget and projection detailing your ongoing cash needs.

"Any intelligent fool can make things bigger and more complex... It takes a touch of genius—and a lot of courage—to move in the opposite direction."

- Albert Einstein