Market Overview

Forbes Ranks Michael Miller of Wellesley Asset Management Massachusetts' Number One Next Generation Wealth Advisor for the 2nd Consecutive Year


Michael Miller, CFIP, Chief Investment Officer of Wellesley Asset
Management, Inc. was recently named to Forbes list of America's
Top Next Generation Wealth Advisors. Miller ranked prominently in the
top 25 nationwide and number one in Massachusetts for the second year in
a row.

R.J. Shook, Forbes Contributor, wrote, "We are endlessly
contemplating the future of wealth management. The industry is
encountering forces that will forever change this industry, and
because SHOOK Research is on the forefront of this thought leadership we
are constantly asked about our thoughts. So we embarked on an in-depth
study. To study the future, we rely on the best forward-thinkers in this
business – our Forbes/SHOOK Top Advisors."

Michael Miller commented, "I am honored to receive this acknowledgment
by Forbes and SHOOK Research. Their recognition speaks to the
dedicated work our entire team at Wellesley Asset Management performs to
make sure our clients' goals and interests are always our paramount

"I am so pleased to see my business partner receive this top ranking for
the second consecutive year," said Darlene Murphy, CPA, CFP®, President
and co-founder. "Michael's knowledge of our investment strategy is a
vital component of Wellesley Asset Management's success, especially as
we move forward to educating future generations of individuals and
investment professionals on the growth and protection benefits that may
be achieved by investing in convertible bonds."

To be included in this ranking, advisors must have been born in 1980 or
later. These advisors must have built and lead their own teams; joined a
team of specialists and work in an advisor-type role; or be a hybrid of
the two models. Nominees are interviewed by telephone and in person.
They are required to complete an extensive survey which includes such
factors as compliance records, client service models, investing process,
revenues, and assets managed. Portfolio performance is not a criteria
due to varying client objectives and lack of audited data.

About Wellesley Asset Management, Inc.

Trusted advisors to a diverse client base, Wellesley Asset Management
(Wellesley) is an SEC registered investment advisory firm with assets
under management exceeding $2.5 billion. The firm specializes in the
management of convertible bonds through separately managed accounts,
mutual funds and a private fund. Wellesley serves high net-worth
individuals, registered investment advisors, institutions, pensions,
family offices, banks, and other investment professionals. Founded in
1991, by Greg Miller, CPA and Darlene Murphy, CPA, CFP®, Wellesley
invests in an absolute return-seeking strategy deploying convertible
bonds. Additional information about the firm is available at

About Forbes

Forbes Inc. has enjoyed a long history as one of the most successful and
recognized publishers of financial news and information and ranks as one
of the top 15 highest-grossing magazine publishers. Forbes magazine
and international editions are read by more than five million people. In
addition to the flagship magazine, the company produces,
a leading online business site.


Forbes and SHOOK Research do not receive compensation from the advisors,
firms, the media, or any other source in exchange for placement on a
ranking. SHOOK is funded through conferences, publications and research
partners. SHOOK's research and rankings provide opinions only and should
not be construed as how to choose the right financial advisor.

Forbes and SHOOK Research are not referral services and do not recommend
or endorse any particular financial advisor and offers opinions, not
advice, regarding the quality or suitability of any particular financial
advisor for specific investments or financial planning.

All investing involves risk, including the risk of loss. There is no
assurance that any investment will meet its performance objectives or
that losses will be avoided.

Rankings should not be viewed as representative of any one client's
experience and should not be taken as an indication or guarantee of
performance by Wellesley Asset Management and any of its clients.
Working with a highly ranked advisor does not ensure that a client will
experience a higher level of performance or guarantee results. Rankings
do not imply endorsement or sponsorship of any company or organization.
Rankings are limited only to participating advisors.

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