POWERED BY DISCIPLINE POWERED
BY
DISCIPLINE

POWERED BY DISCIPLINE POWERED
BY
DISCIPLINE

The Wakefield Difference

Across all Wakefield equity strategies,
we believe that while the overall market is
efficient, pockets of inefficiency do exist.

WAKEFIELD PHILOSOPHY

Our unique investment strategy stands apart from the mainstream investment community. We focus on proprietary quantitative behavior investment techniques that not only identify market inefficiencies, but capture those inefficiencies over time. These inefficiencies are based on the philosophy that most investors make predictable mistakes in assessing the future value of companies.

By exposing these pockets of inefficiencies to a highly disciplined research process, security selection, implementation and monitoring, we see opportunities to outperform.

In our management and research, our goals are:

  • Focus
  • Creativity
  • Intellectual Honesty
  • Continuous Improvement

The Wakefield Difference

Across all Wakefield equity strategies, we believe that while the overall market is efficient, pockets of inefficiency do exist.

WAKEFIELD PHILOSOPHY

Our unique investment strategy stands apart from the mainstream investment community. We focus on proprietary quantitative behavior investment techniques that not only identify market inefficiencies, but capture those inefficiencies over time. These inefficiencies are based on the philosophy that most investors make predictable mistakes in assessing the future value of companies.

By exposing these pockets of inefficiencies to a highly disciplined research process, security selection, implementation and monitoring, we see opportunities to outperform.

In our management and research, our goals are:

  • Focus
  • Creativity
  • Intellectual Honesty
  • Continuous Improvement

Our promise to our clients is strict
adherence to each investment strategy and an
unending ambition to deliver superior investment
returns with attentive client service.

PARTNERING WITH WAKEFIELD

Wakefield Asset Management specializes in actively-managed U.S. Equity strategies. We can customize any of our portfolios to meet client needs for Socially Responsible, Religious Values-Based and Environmental, Social and Corporate Governance equity strategies. Wakefield is committed to an unemotional and objective investment approach that delivers long-term, superior returns.

Our clients include a diverse group of institutional and individuals, including:

  • Non-Profit Organizations
  • Registered Investment Advisers
  • Broker/Dealers
  • Religious Communities
  • Endowments and Foundations
  • High-Net Worth Individuals
  • Family Offices
  • UMA Platforms

Our promise to our clients is strict adherence to each investment strategy and an unending ambition to deliver superior investment returns with attentive client service.

PARTNERING WITH WAKEFIELD

Wakefield Asset Management specializes in actively-managed U.S. Equity strategies. We can customize any of our portfolios to meet client needs for Socially Responsible, Religious Values-Based and Environmental, Social and Corporate Governance equity strategies. Wakefield is committed to an unemotional and objective investment approach that delivers long-term, superior returns.

Our clients include a diverse group of institutional and individuals, including:

  • Non-Profit Organizations
  • Registered Investment Advisers
  • Broker/Dealers
  • Religious Communities
  • Endowments and Foundations
  • High-Net Worth Individuals
  • Family Offices
  • UMA Platforms

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 Small Cap Equity Named Top Gun Performer
in 16 Categories
Wakefield Small Cap Equity Portfolio was named as a Top Gun in 16 categories by Informa Investment Solutions for 1Q2018 . read more
Wakefield Large Cap Equity Named Top Gun In 7 Categories Wakefield Large Cap Equity Portfolio was named Top Gun performer by Informa Investment Solutions PSN manager database for 1Q2018. 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 Large Cap Equity Named Top Gun Wakefield Large Cap Equity Portfolio was named Top Gun performer by Informa Investment Solutions PSN manager database for 4Q2017. read more Wakefield Small Cap Equity Named Top Gun Wakefield Small Cap Equity Portfolio was named Top Gun performer by Informa Investment Solutions PSN manager database for 4Q2017. read more Top-Performing Manager by Pensions & Investments Wakefield Large Cap Equity Portfolio was named as a Top-Performing Manager by Pensions and Investments Magazine for performance returns as of the fourth quarter 2015. 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 ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com