Wakefield Asset Management is an SEC-registered investment advisor based in Englewood, CO. The firm was founded in 2003 by G. Todd Gervasini. We are independent and 100% employee-owned.
We manage several, concentrated U.S. Equity strategies. Our advantage is rooted in privately developed, proprietary technology that combines the objectivity of quantitative methods with a foundation in fundamental research.
Our firm is comprised experienced investment professionals with diverse educational backgrounds. We are ambitious not only in our investment process, but also in our pursuit of greater intellectual understanding.