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.

Latest Updates on Equity Strategies

Wakefield Receives Five Star Wealth Manager Honors 10 Consecutive Years Managing Partner and Chief Investment Officer, Todd Gervasini, has received Five Star Wealth Manager honors for a decade straight, from 2012 – 2021. Award candidates are evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history. Wakefield Small Cap Equity Named Top Gun Performer
in 16 Categories Wakefield Small Cap Equity Portfolio was named as a Top Gun in 16 categories by Informa Investment Solutions for 1Q2018 . read more Wakefield Large Cap Equity Named Top Gun In 7 Categories Wakefield Large Cap Equity Portfolio was named Top Gun performer by Informa Investment Solutions PSN manager database for 1Q2018. 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 Large Cap Equity Named Top Gun Wakefield Large Cap Equity Portfolio was named Top Gun performer by Informa Investment Solutions PSN manager database for 4Q2017. read more Wakefield Small Cap Equity Named Top Gun Wakefield Small Cap Equity Portfolio was named Top Gun performer by Informa Investment Solutions PSN manager database for 4Q2017. read more Top-Performing Manager by Pensions & Investments Wakefield Large Cap Equity Portfolio was named as a Top-Performing Manager by Pensions and Investments Magazine for performance returns as of the fourth quarter 2015. read more Wakefield Asset Management Named Asset Manager of
the Year Wakefield Asset Management, is pleased to announce that our Wakefield Large Cap Equity Portfolio was named 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