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Wakefield Asset Management Named 2018 Envestnet and Investment Advisor Asset Manager of the Year

Englewood, CO, May 18, 2018 – Wakefield Asset Management, LLLP, is pleased to announce that our Wakefield Large Cap Equity Portfolio was named Manager of the Year by Envestnet, Inc. (NYSE: ENV) and Investment Advisor magazine in the U.S. Equity Large Cap category. The Large Cap Portfolio is managed by G. Todd Gervasini, the Managing Partner and Chief Investment Officer for Wakefield Asset Management, LLLP.

“It’s a tremendous compliment to be recognized for our investment process and the hard work of our investment team,” said G. Todd Gervasini, Founder and Managing Partner. “To receive this recognition from one of the industry leaders for wealth management solutions and such a highly respected publication is a great honor.”

The award, now in its 14th year, recognizes high-conviction portfolio managers that exemplify best practices for investment management success. “Highlighting outstanding managers is an important service for members of the asset management community as well as the advisors and investors who rely on them,” said Tim Clift, Chief Investment Strategist at Envestnet | PMC, Envestnet’s Portfolio Management Consultants group. “Working together with Investment Advisor, we continue to shine a spotlight on asset managers whose best practices and outperformance set them apart—and encourage other managers to emulate their success.”

Wakefield Asset Management, LLLP is a bottom-up research driven firm offering a unique investment strategy that stands apart from the mainstream investment community. Focusing on proprietary investment techniques, Wakefield captures inefficiencies over time using a highly disciplined and technologically advanced process for research, security selection, implementation, and monitoring. Headquartered near Denver, Colorado, Wakefield is a 100% employee owned SEC registered investment advisor managing separately managed accounts, primarily for high-net worth individuals, family offices, and institutions.

Past performance is not indicative of future results. Investing involves multiple risks, including but not limited to the risk of the permanent loss of capital. Adviser makes no guarantees or promissory representations as to the performance of any investment. Wakefield Large Cap Equity composite returns are used in Envestnet | PMC’s Premium Research solutions. Actual results may differ from the composite results depending on the size of the account, investment objectives, restrictions, transaction and related costs, the inception and date of the account and other factors.

Inclusion of any firm in the Asset Manager and Strategist of the Year Awards does not constitute a recommendation to make, hold or seek an investment in any fund. Nor does exclusion of any firm in the Asset Manager and Strategist of the Year Awards constitute a recommendation to make, hold or seek redemption in any fund. This recognition is not indicative to Wakefield Large Cap Equity’s future investment performance. Four award finalists were chosen out of the 33 large cap equity separate accounts currently covered by Envestnet | PMC. Wakefield did not pay to participated in the Asset Manager and Strategist of the Year Awards.

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WAKEFIELD ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com