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Wakefield Asset Management Named 2022 Envestnet and Investment Advisor Asset Manager of the Year

Englewood, CO, May 17, 2022 – Wakefield Asset Management, LLLP, is pleased to announce the Wakefield Large Cap Equity Strategy received the award for 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. Wakefield also received the same Manager of the Year award in 2018, making them one of the few to have ever received the award twice.

“It’s an honor to be recognized by Envestnet’s highly respected research team”, said G. Todd Gervasini, Founder and Managing Partner. “Receiving the Manager of the Year award means a great deal to our investment team and our entire staff.”

The award, now in its 18th year, recognizes high-conviction portfolio managers that go above and beyond in setting a positive example for others in the industry to emulate – from outperforming the markets, to serving investors and everything in between. Envestnet | PMC developed a systematic, proprietary, and multi-factor methodology for selecting award winners, taking many qualitative and quantitative criteria into consideration. These criteria include investment process and style, composite, customer service, tax efficiency, performance, and firm profile. Eligible managers must be broadly available on the Envestnet platform and open to new investors—and must have at least three years of experience, and $200 million in assets under management.

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. Composite returns are used in the PSN investment manager questionnaire. 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 over 50 Large Cap Equity separate accounts currently covered by Envestnet | PMC. Wakefield did not pay to participate in the Asset Manager and Strategist of the Year Awards.

The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.

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