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 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.

Compliance and Operations

Leadership Team

Investment Management

About

Team members

Other teams at Tocqueville Asset Management

Compliance and Operations

Leadership Team