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.

May 2024

The risks of being too overweight tech

April 2024

Market Updates on BNN Bloomberg's 'The Close'

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

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com