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.