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 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 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

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com