Tocqueville Asset Management

Tocqueville's Contrarian Value Balanced strategy blends equities and fixed income for current income and long-term capital growth, max 75% in equities.

Tocqueville's Contrarian Value Equity strategy invests in 25-35 dividend-paying U.S. companies, seeking superior risk-adjusted returns over full cycles.

Tocqueville's Core Fixed Income strategy combines credit research, sector allocation and duration management in investment-grade bonds for institutions.

Tocqueville's tax-exempt Multi Cap Equity strategy targets capital preservation and long-term growth through undervalued equities with lower volatility.

From offsetting concentrated stock positions to funding a 20-year trust for the next generation, real client stories reveal the creative ways donor-advised funds can slash taxes and maximize charitable impact.

Michael Meltzer's article, It's Never Too Early Revisited, was picked up and published on Advisors Perspective.

Most people don’t start thinking about their retirement until they are in their forties. But by starting the process earlier, one could drastically improve their ability to retire at a reasonable age.

Markets may look past geopolitical volatility as earnings season begins, though prolonged conflict and credit risks could still weigh on growth.

Michael turned a friend's simple idea — assembling care packages for orphans — into Maya's Hope, a 501(c)3 transforming children's lives across the globe.

Tocqueville is pleased to announce the launch of its inaugural private market fund vehicle. Tocqueville Private Markets Fund I, LP (the “Fund”) is designed to deliver diversified institutional quality alternative investments across venture capital, private equity, real estate, and private credit through a single client friendly structure.

Sprott Asset Management acquired Tocqueville Asset Management’s gold strategies.

Tocqueville Asset Management L.P. attracts investment professionals who prioritize independence in an increasingly centralized industry.

The Tocqueville Private Markets Fund offers accredited investors diversified access to private equity, venture capital, private credit and real estate.

Invest in a Tocqueville Qualified Opportunity Zone Fund to defer and reduce capital gains taxes while backing housing and defense industrial projects.

Mr. Getsos advises on equity opportunities across Tocqueville Asset Management L.P.’s strategies, having previously worked at Klingenstein Fields Advisors.

Krista Connolly joined Tocqueville Asset Management L.P. in 2018. She supports the firm’s operations through her roles in human resources and office services. Ms. Connolly earned her Bachelor of Arts degree in Public Relations from Mount Saint Mary College.

Mr. Bertash has over 30 years of experience in investment management marketing for institutional pension funds, beginning his career at IBM in sales.

Patricia Evelyn serves as a Portfolio Administrator at Tocqueville Asset Management L.P., supporting executive client service and operations.

Tocqueville Asset Management L.P. was founded in 1985 as an independent partnership focused on long-term client capital growth and preservation.

Tocqueville's investment philosophy: contrarian value investing that puts capital preservation first, protecting wealth from inflation and taxes.

Reflections on fifty years in the investment business and the many market cycles that have shaped this period. While much has changed since 1976, history offers an encouraging reminder that periods of uncertainty can still give way to remarkable progress.

Tocqueville Asset Management was established to serve the long-term investment needs of high net worth families and individuals. Our value proposition for private clients — results-driven investing with a high degree of personal attention – has not changed since we opened our doors.

Tocqueville Asset Management’s Form ADV Part 2A brochure outlines advisory services, fees, investment strategies, conflicts, and business practices.

Tocqueville’s Form CRS client relationship summary covers advisory services, fees, account minimums, conflicts of interest, and disciplinary history.