Private Wealth Management

"How Are We Different"

A Message from Robert Kleinschmidt, CEO.

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Building a family fortune is a tremendous accomplishment.
Managing that fortune for the benefit of future generations is another challenge altogether.

Our firm follows two guiding principles: excellent client service and a long
term, goal oriented view of investing that avoids speculation and resists fads.

Contact Us

Private Wealth Management

Julia Hathaway

Institutional Services

Joseph A. Zock

Business Development - Vero Beach

George Cooke

Direct

646-467-6529

Mobile

917-885-4370

Mutual Funds

You are about to leave the Private Wealth Management section of the website. The link you have accessed is provided for informational purposes only and should not be considered a solicitation to become a shareholder of or invest in the Tocqueville Trust Mutual Funds. Please consider the investment objectives, risks, and charges and expenses of any Mutual Fund carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free prospectus by downloading a copy from the Mutual Fund section of the website, by contacting an authorized broker/dealer, or by calling 1-800-697-3863.Please read the prospectus carefully before you invest. By accepting you will be leaving the Private Wealth Management section of the website.