Your Portfolio Should Fit You
You know when you’re in a well-tailored suit. The fit, look and feel matches your fashion sense and body shape. Can you say the same about your investment portfolio?
Many investors with ‘off-the-rack’ portfolios are paying designer prices. To the advisors at Wellesley Investment Partners, it seems reasonable that investors should work directly with a seasoned professional at an attractive fee. They use modern investment approaches to tailor separately managed accounts for each client, and they invest for the long-term with your specific needs in mind.
Wellesley Investment Partners is an investment advisory firm located in Wellesley Square and focused on serving individuals and families, private foundations and endowments in the Greater Boston Area. Their advisors start by listening, and are guided by your goals and values.
To learn more about Wellesley Investment Partners please call 781-431-1325, or visit them in person at 75 Central Street in Wellesley or virtually at www.wellesleyinvestmentpartners.com.