UNIQUE PERSPECTIVE Identifying Pockets of Inefficiency and Capitalizing on Behavioral Tendencies UNIQUE
PERSPECTIVE
Identifying Pockets of Inefficiency
and Capitalizing on Behavioral Tendencies
OUR PROMISE Unwavering Discipline, Continuous Improvement and Attentive Client Service OUR PROMISE Unwavering Discipline, Continuous
Improvement and Attentive Client Service
A TRACK RECORD TO COUNT ON Consistent, Time-Tested Process A TRACK
RECORD TO
COUNT ON
Consistent, Time-Tested Process

UNIQUE PERSPECTIVE Identifying Pockets of Inefficiency and Capitalizing on Behavioral Tendencies UNIQUE
PERSPECTIVE
Identifying Pockets of Inefficiency
and Capitalizing on Behavioral Tendencies
OUR PROMISE Unwavering Discipline, Continuous Improvement and Attentive Client Service OUR PROMISE Unwavering Discipline, Continuous
Improvement and Attentive Client Service
A TRACK RECORD TO COUNT ON Consistent, Time-Tested Process A TRACK
RECORD TO
COUNT ON
Consistent, Time-Tested Process

OUR PHILOSOPHY

Wakefield Asset Management offers a unique investment strategy which we believe stands apart from the mainstream investment community. Focusing on proprietary quantitative behavior investment techniques that not only identify market inefficiencies, but capture those inefficiencies over time.

CONCENTRATED U.S. EQUITY STRATEGIES

Wakefield specializes in actively-managed U.S. Equity Strategies, offering Large Cap, Small Cap and Biblically-Responsible portfolios.

REMOVING EMOTION FROM INVESTING

Wakefield uses a highly disciplined and technologically advanced process for research, security selection, implementation and monitoring.

Who We Are

Wakefield Asset Management is an SEC-registered investment advisor that offers US Equity strategies to institutions and individuals. The firm is based in Englewood, CO.

We adhere to a strict investment process that remains consistent across all of our equity strategies, utilizing proprietary technology we strive to deliver long-term returns above the index.

Wakefield Asset Management Large Cap Equity Portfolio Named Top Gun Performer The Wakefield Large Cap Equity Portfolio was named to the Top Guns list in 3 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Small Cap Equity Portfolio Named Top Gun Performer The Wakefield Small Cap Equity Portfolio was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Large Cap Biblically Responsible Portfolio Named Top Gun Performer The Wakefield Biblically Responsible Equity Portfolio was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Large Cap Tax Aware Portfolio Named Top Gun Performer The Wakefield Large Cap Tax Aware Portfolio was named to the Top Guns list in 3 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Large Cap Equity
Named Top Gun Performer
Wakefield’s Large Cap Equity Portfolio was named a top ten performer within the Large Core Equity Universe by Informa Investment Solutions PSN manager database for the year ended December 31, 2021. read more
Wakefield Large Cap Equity
Tax Aware Named Top Gun
Performer
Wakefield’s Large Cap Equity Tax Aware Portfolio was named a top ten performer within the Large Core Equity Universe by Informa Investment Solutions PSN manager database for the year ended December 31, 2021.read more
Wakefield Biblically Responsible Equity Named Top Gun Performer in 2 Categories Wakefield’s Large Cap Biblically Responsible Portfolio was named a Top Gun in 2 categories by Informa Investment Solutions PSN manager database for the year ended December 31, 2021.read more Wakefield Small Cap Equity
Named Top Gun Performer
in 5 Categories
Wakefield’s Small Cap Equity Portfolio was named a Top Gun in 5 categories by Informa Investment Solutions PSN manager database for 4Q 2021 and for the year ended December 31, 2021.read more
Wakefield Asset Management Named Large Cap Manager of the Year Wakefield Asset Management, LLLP has been named Large Cap Manager of the Year for the 12th Annual Emerging Manager Awards by Emerging Manager Monthly. read more Wakefield Asset Management Named 2022 Asset Manager
of the Year
Wakefield Asset Management is pleased to announce that our Wakefield Large Cap Equity Portfolio was named 2022 Manager of the Year by Envestnet and Investment Advisor magazine. read more

WAKEFIELD ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com