Wellesley Investment Partners LLC

Wellesley Investment Partners LLC is a Limited Liability Company based in Massachusetts with 12 employees, 10 of whom are in advisory roles. Although the number of clients served by the company is unknown, it has received an SEC approval and was registered on Sep 17, 2007.

• CHARLES SAVAGE WILLAUER

  SENIOR MANAGING DIRECTOR owns less than 5%

• JEREMY SCOTT GLENN

  CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER owns less than 5%

• LOUIS PYLE CROSIER

  PRESIDENT owns less than 5%

• MARY BETH MAHONEY

  MANAGING DIRECTOR owns less than 5%

• MICHAEL Y FUNG

  CHIEF INVESTMENT OFFICER owns less than 5%

• WELLESLEY BANK

  MANAGING MEMBER owns 75% or more

• WELLESLEY BANCORP, INC.

  PARENT COMPANY owns 75% or more

• New England Private Wealth Advisors LLC
• Cammack Larhette Advisors LLC
• Capital Formation Group Inc
• ROSE Grove Capital Management LLC
• Julex Capital Management LLC
• F L Putnam Investment Management Co
• LEE Capital Management LP
• EPG Incorporated
• Sacajawea & Co LLP
• The Relaxing Retirement Coach Inc

• Investment Strategies of Wellesley Investment Partners: A Q2 2020 vs. Q3 2020 Review

• ISHARES TR CORE S&P500 ETF $29,011k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $28,719k
• VANGUARD BD INDEX FD INC $27,311k
• ISHARES TR BARCLAYS 7 10 YR $26,047k
• ISHARES TR CORE S&P MCP ETF $22,271k
• ISHARES TR CORE US AGGBD ET $18,318k
• SPDR SERIES TRUST $15,414k
• SCHWAB STRATEGIC TR US DIVIDEND EQ $12,608k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $11,537k
• INVESCO QQQ TR UNIT SER 1 $7,708k