Striving to Deliver Superior Results Striving to Deliver
Superior Results

Striving to Deliver Superior Results Striving to Deliver
Superior Results

Strategies

LARGE CAP

  • Category: US Equity Large Blend
  • Portfolio Inception Date: 4/30/1997
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: S&P 500 TR
  • Number of Positions: 33

The Large Cap Equity strategy is the longest-run portfolio at Wakefield Asset Management with a track record going back over 20 years. The strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index.

LARGE CAP

  • Category: US Equity Large Blend
  • Portfolio Inception Date: 4/30/1997
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: S&P 500 TR
  • Number of Positions: 33

The Large Cap Equity strategy is the longest-run portfolio at Wakefield Asset Management with a track record going back over 20 years. The strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index.

SMALL CAP

  • Category: US Equity Small Blend
  • Portfolio Inception Date: 12/31/1998
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: Russell 2000
  • Number of Positions: 45-50

The Small Cap Equity strategy seeks to achieve long-term capital appreciation by outperforming the Russell 2000 Index.

SMALL CAP

  • Category: US Equity Small Blend
  • Portfolio Inception Date: 12/31/1998
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: Russell 2000
  • Number of Positions: 45-50

The Small Cap Equity strategy seeks to achieve long-term capital appreciation by outperforming the Russell 2000 Index.

IMPACT INVESTING

  • Category: US Equity Large Blend
  • Portfolio Inception Date: 7/31/2015
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: S&P 500 TR
  • Number of Positions: 33

The Wakefield Biblically Responsible Equity strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index.

The strategy incorporates an additional layer in the stock selection process meant to exclude publicly traded companies that do not adhere to a specific set of Biblical values. These additional screening criteria are closely aligned with the investing principles provided by the United States Conference of Catholic Bishops and the Evangelical Christian Investment Guidelines.

IMPACT INVESTING

  • Category: US Equity Large Blend
  • Portfolio Inception Date: 7/31/2015
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: S&P 500 TR
  • Number of Positions: 33

The Wakefield Biblically Responsible Equity strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index.

The strategy incorporates an additional layer in the stock selection process meant to exclude publicly traded companies that do not adhere to a specific set of Biblical values. These additional screening criteria are closely aligned with the investing principles provided by the United States Conference of Catholic Bishops and the Evangelical Christian Investment Guidelines.

LARGE CAP TAX AWARE

  • Category: US Equity Large Blend
  • Portfolio Inception Date: 8/31/2000
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: S&P 500 TR
  • Number of Positions: 33

The Large Cap Tax Aware Equity strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index. The portfolio incorporates an additional layer in the investment process which seeks to minimize tax impacts when appropriate.

Don’t see the strategy you’re looking for?
Please contact us to learn more about customizable strategies.

LARGE CAP TAX AWARE

  • Category: US Equity Large Blend
  • Portfolio Inception Date: 8/31/2000
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: S&P 500 TR
  • Number of Positions: 33

The Large Cap Tax Aware Equity strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index. The portfolio incorporates an additional layer in the investment process which seeks to minimize tax impacts when appropriate.

Don’t see the strategy you’re looking for?
Please contact us to learn more about customizable strategies.

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 more 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 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 more Wakefield 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

(303) 771-0630

customerservice@wakefieldinc.com