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 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 Asset Management Large Cap Biblically Responsible Portfolio Named Top Gun Performer The Wakefield Biblically Responsible Equity Portfolio 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, 2022. read more Wakefield Asset Management Large Cap Tax Aware Portfolio Named Top Gun Performer The Wakefield Large Cap Tax Aware 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 Large Cap Equity
Named Top Gun Performer
Wakefield’s Large Cap Equity Portfolio was named a top ten performer within the Large Core Equity Universe by Informa Investment Solutions PSN manager database for the year ended December 31, 2021. read more
Wakefield Large Cap Equity
Tax Aware Named Top Gun
Performer
Wakefield’s Large Cap Equity Tax Aware Portfolio was named a top ten performer within the Large Core Equity Universe by Informa Investment Solutions PSN manager database for the year ended December 31, 2021.read more
Wakefield Biblically Responsible Equity Named Top Gun Performer in 2 Categories Wakefield’s Large Cap Biblically Responsible Portfolio was named a Top Gun in 2 categories by Informa Investment Solutions PSN manager database for the year ended December 31, 2021.read more Wakefield Small Cap Equity
Named Top Gun Performer
in 5 Categories
Wakefield’s Small Cap Equity Portfolio was named a Top Gun in 5 categories by Informa Investment Solutions PSN manager database for 4Q 2021 and for the year ended December 31, 2021.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 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

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com