Founded in 1985, and based out of NYC, Vero Beach, FL and San Francisco, Tocqueville Asset Management is an independent, employee owned,  wealth management company that manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.  

Our investment management teams provide a high touch, customized investment approach to the financial complexities for each of our unique client situations. We focus on managing, preserving, and growing assets with the goal of creating generational wealth.

Please visit our website for more information: www.tocqueville.com; Follow us on Twitter: @TocquevilleAM

Investment Management

Tocqueville Asset Management

Tocqueville Asset Management's headquarters in United States

Paul J. Kleinschmidt

Joseph A. Zock

David Harris

Jeff Zatkowsky

Scott Schlesinger

Kelsey Graham

The Investment Management team at Tocqueville Asset Management is dedicated to delivering personalized investment strategies tailored to meet the unique financial needs of high net worth individuals, families, and institutions. By leveraging extensive research and a collaborative approach, the team focuses on managing, preserving, and growing client assets with the overarching aim of creating generational wealth. Their expertise encompasses equity research, portfolio management, and compliance, ensuring a comprehensive and proactive investment experience.

The Compliance and Operations team at Tocqueville Asset Management ensures adherence to regulatory standards and internal policies, safeguarding the firm’s integrity in wealth management. This team manages operational processes, including trade settlements and billing, while also overseeing document retention and business systems. Their focus is on maintaining efficient operations and compliance to support the firm's mission of providing customized investment solutions for high net worth clients.

Compliance and Operations

The Leadership Team at Tocqueville Asset Management is responsible for setting the strategic vision and direction of the firm, ensuring compliance with regulatory standards, and overseeing operational efficiency. This team guides the organization in managing client relationships, portfolio strategies, and financial performance, fostering a culture of excellence in delivering customized wealth management solutions. By leveraging their collective expertise, they aim to preserve and grow client assets, ultimately contributing to the creation of generational wealth.

Leadership Team

The Client Services team at Tocqueville Asset Management is dedicated to fostering strong, lasting relationships with clients by providing personalized support and tailored solutions. This team, comprised of relationship managers, financial advisors, and client associates, ensures that clients receive proactive communication, insightful guidance, and seamless service to navigate their unique investment needs and financial goals. Their mission is to enhance the client experience and support the firm's commitment to managing, preserving, and growing client assets effectively.

Client Services

The Information Technology team at Tocqueville Asset Management is responsible for maintaining and enhancing the firm’s technological infrastructure to support its investment management operations. This includes ensuring system security, managing IT assets, and providing technical support to optimize productivity and efficiency for both investment teams and client services. By leveraging cutting-edge technology, the team plays a crucial role in safeguarding client data and facilitating seamless communication across the organization.

Tocqueville Asset Management

Org chart

Teams

Investment Management

Compliance and Operations

Leadership Team

Client Services

Information Technology

Offices

Tocqueville Asset Management

Org chart

Teams

Investment Management

Compliance and Operations

Leadership Team

Client Services

Information Technology

Offices

Related companies