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 moreWakefield Asset Management Named Asset Manager of
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 moreWakefield 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 moreWakefield 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