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 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 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 Large Cap Equity Portfolios Named Top Gun Performer in 4 Categories Wakefield’s Large Cap Equity Portfolios were named as a Top Gun in 4 categories by Informa Investment Solutions for 3Q 2021. read more Wakefield Small Cap Equity Named Top Gun Performer Wakefield Asset Management is pleased to announce that our Wakefield Small Cap Equity Portfolio has achieved Top Gun status for 1Q 2021 within Informa Investment Solution’s PSN manager database.

WAKEFIELD ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com