| Why Wellesley Should Be Part of Your Bond Allocation
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Greg Miller, CPA, founder of Wellesley Investment Advisors, and Mike Posey, Senior Vice President of Halbert Wealth Management. In this webinar, Greg explains Limited Risk Investing™ using convertible bonds. Recorded October 25, 2011.
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Investments discussed are not guaranteed and involve risk of loss. Be sure to read all important
disclosures
before making a decision to invest. Past performance is not necessarily indicative of future results.
Halbert Wealth Management, Inc. © 2012. All rights reserved.
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