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QUESTIONS

FAQ

Frequently Asked Questions

WHO IS WAKEFIELD ASSET MANAGEMENT?

Wakefield Asset Management is a Colorado-based Registered Investment Adviser. We serve clients throughout Colorado as well as the rest of the United States.

HOW LONG HAS WAKEFIELD ASSET MANAGEMENT BEEN IN BUSINESS?

Wakefield was founded in 2003 and became a SEC-Registered Investment Adviser in 2007. The firm was founded by G. Todd Gervasini.

WHO ARE WAKEFIELD ASSET MANAGEMENT’S CLIENTS?

Wakefield primarily works with individuals, families, endowments, foundations and charitable organizations with $2MM and above in investable assets.

WHAT TYPES OF PORTFOLIOS DOES WAKEFIELD MANAGE?

Wakefield manages Large Cap, Small Cap and International Equity portfolios as well as Fixed Income and Alternative Investment strategies.

DOES WAKEFIELD HAVE ANY AFFILIATE RELATIONSHIPS?

Wakefield has no subsidiary or affiliate relationships with any vendors, broker-dealers or custodians. We are 100% employee-owned.

HOW DOES WAKEFIELD ASSET MANAGEMENT GET PAID?

The only fee Wakefield collects is the fee that our clients pay us. We do not earn commissions, referral fees, kickbacks from any investment or relationship. We adhere to a fiduciary standard meaning that we hold our client’s interests above all else.

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