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.

May 2024

The risks of being too overweight tech

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April 2024

Market Updates on BNN Bloomberg's 'The Close'

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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 Named 2026 Envestnet Asset Manager Category Winner of the Year Wakefield Asset Management, LLLP, is pleased to announce the Wakefield Large Cap Equity Strategy received the award for Manager of the Year by Envestnet, Inc. in the U.S. Large Cap & All Cap category. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Large Cap Equity strategy was named to the Top Guns list in 2 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2026. read more Wakefield Large Cap Tax Aware Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Large Cap Tax Aware Equity strategy 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, 2026. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer in 5 Categories Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Biblically Responsible Equity strategy was named to the Top Guns list in 5 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2026. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended December 31, 2025. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Biblically Responsible Equity strategy 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, 2024. read more Wakefield Small Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Wakefield Small Cap Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended June 30, 2025 read more Wakefield Small Cap Equity Strategy Named Top Gun Performer Wakefield Small Cap Equity strategy was named to the Top Guns list in 2 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2025. read more Wakefield Large Cap Tax Aware Equity Strategy Named Top Gun Performer Wakefield Large Cap Tax Aware Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2024. read more Large Cap Equity Strategy Named Top Gun Performer Wakefield Large Cap Equity strategy was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2024. read more Wakefield Biblically Responsible Equity Strategy Named Top Gun Performer in 4 Categories Wakefield Biblically Responsible Equity strategy 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, 2024. 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 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 Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended December 31, 2025. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended December 31, 2025. read more Wakefield Large Cap Equity Strategy Named Top Gun Performer Wakefield Asset Management, LLLP, is pleased to announce that the Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended December 31, 2025. read more

WAKEFIELD ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com