Tocqueville Asset Management

01/10/2023

Greetings from Heckerling Institute on Estate Planning!

02/02/2022

Tocqueville is steadfast in our belief in focusing on both the past, present, and the future of our clients. Since 1985, we have been preserving and growing our clients’ wealth, providing the stewardship and experience necessary to meet current challenges and preparing for the uncertainty facing future generations. Visit us to learn more how we can help clients navigate through the markets. https://tocqueville.com/

01/12/2022

Financial assets are moving fast to start the year. We are here to help you figure out what is happening and where things might be headed. We will be issuing our quarterly publication: "Uncommon Perception", soon. Sign up here for our insights: https://tocqueville.com/

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.

12/29/2021

Happy Holidays! See our latest Tocqueville Insight, penned by our PM Alex Stock, on the importance of time when building generational wealth.

https://tocqueville.com/to-the-power-of/

Elementary school math classes often begin with the core facets of arithmetic: addition, subtraction multiplication and division. Derivatives come later,

11/10/2021

Is your investment philosophy and portfolio truly positioned for the long term? We rely on our rigorous proprietary research and strong relationships with our clients for a holistic approach to wealth for the long run. We ignore the noise and focus on what matters in the long-term. We would enjoy having this discussion and learning more about your plan: https://tocqueville.com/our-firm/

11/02/2021

Are you looking for something to listen to on your way into the office? Tune in to the October 29 episode of Chuck Jaffe’s “Money Life” podcast, where Tocqueville PM John Petrides gives advice to investors regarding market volatility in the aftermath of the pandemic. Click here to listen - https://moneylifeshow.libsyn.com/just-because-something-is-down-doesnt-mean-youve-lost-money - also available on all podcast streaming platforms.

10/07/2021

We are pleased to announce that Tocqueville is collaborating with CapZone Impact Investments LLC to launch a series of Opportunity Zone Funds to provide high net worth individuals and families the ability to have tax advantaged investments focused on ESG initiatives. Read here to learn more:

Tocqueville Asset Management announced the first multi-sector Opportunity Zone Fund strategies focused on strong ESG guidelines.

07/20/2021

Our quarterly publication will hit the newsstands this week. Subscribe now to our insights to catch all of the latest market commentaries and portfolio ideas our PMs and research team are discussing. Plus check out what books and podcasts we are listening to:

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.

06/17/2021

Congratulations to our Portfolio Manager Michael Meltzer for being recognized as a leader in the New York LGBTQ community. We’re immensely proud of you and the other leaders for their accomplishments and contributions!

Michael Meltzer is an investment adviser par excellence. As a portfolio manager at Tocqueville Asset Management, which works with high-net-worth individuals and their families, Meltzer is responsible for asset allocation, fixed-income portfolio analysis and trading, tax management and client service...

06/16/2021

Looking for income? Be mindful when stretching for yield in today's market. Read the latest Insight by our Portfolio Manager Heather Perlmutter entitled: "Picking Up Nickels in Front of Steamrollers."

https://tocqueville.com/picking-up-nickels-in-front-of-steamrollers/

06/03/2021

Volatility has been at the top of our Portfolio Managers’ minds since the beginning of the pandemic. See what they have to say: https://tocqueville.com/category/insights/