Helpful Resources | Wakefield Asset Management

Updates, Communication and News

Resources

AWARD ARCHIVES
DISCLOSURES

Resources

AWARD ARCHIVES
DISCLOSURES

QUARTERLY UPDATES

Large Cap
Small Cap
Biblically Responsible Equity
Large Cap Tax Aware

QUARTERLY UPDATES

Large Cap
Small Cap
Biblically Responsible Equity
Large Cap Tax Aware

Wakefield Biblically Responsible Strategy Named Top Gun Performer in 4 Categories

Wakefield Biblically Responsible Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2022. read more

Wakefield Large Cap Tax Aware Strategy Named Top Gun Performer in 2 Categories

Wakefield Large Cap Tax Aware strategy was named to the Top Guns list in 2 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2022. read more

Wakefield Asset Management Large Cap Equity Strategy Named Top Gun Performer in 4 Categories

Wakefield Large Cap Equity strategy was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended September 30, 2022. read more

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

Resources

MEDIA & AWARDS

Resources

MEDIA & AWARDS