Diverse Backgrounds. Employee-Owned. Diverse Backgrounds.
Employee-Owned.

Diverse Backgrounds. Employee-Owned. Diverse Backgrounds.
Employee-Owned.

About Us

We are ambitious not only in our investment process, but also in our pursuit of intellectual understanding.

Wakefield Asset Management is an SEC-registered investment advisor based in Englewood, CO. The firm was founded in 2003 by G. Todd Gervasini. We are independent and 100% employee-owned.

We manage several, concentrated U.S. Equity strategies. Our advantage is rooted in privately developed, proprietary technology that combines the objectivity of quantitative methods with a foundation in fundamental research.

Our firm is comprised experienced investment professionals with diverse educational backgrounds. We are ambitious not only in our investment process, but also in our pursuit of greater intellectual understanding.

About Us

We are ambitious not only in our investment process, but also in our pursuit of intellectual understanding.

Wakefield Asset Management is an SEC-registered investment advisor based in Englewood, CO. The firm was founded in 2003 by G. Todd Gervasini. We are independent and 100% employee-owned.

We manage several, concentrated U.S. Equity strategies. Our advantage is rooted in privately developed, proprietary technology that combines the objectivity of quantitative methods with a foundation in fundamental research.

Our firm is comprised experienced investment professionals with diverse educational backgrounds. We are ambitious not only in our investment process, but also in our pursuit of greater intellectual understanding.

Our Team

INVESTMENT TEAM

G. Todd Gervasini

CHIEF INVESTMENT OFFICER

Greg Brittain

PARTNER

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 YCharts’ PSN manager database for performance returns for the quarter ended June 30, 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 Biblically Responsible Equity strategy was named to the Top Guns list in 7 categories by YCharts’ PSN manager database for performance returns for the quarter ended June 30, 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 7 categories by YCharts’ PSN manager database for performance returns for the quarter ended June 30, 2026. read more 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 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 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 ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com