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

Paul J. Kleinschmidt

Joseph A. Zock

David Harris

Jeff Zatkowsky

Scott Schlesinger

Kelsey Graham

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

Leadership Team

Compliance and Operations

About

Team members

Other teams at Tocqueville Asset Management

Investment Management

Leadership Team