Meet Our Team

  • James R. Keller

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    James R. Keller is an Portfolio Manager at Tocqueville Asset Management L.P.  for the Tocqueville Real Asset Equity Income (“RAEIF”) strategy. He joined Tocqueville in May 2016 when the Stephens/RAEIF team merged with TAM, where he was a partner and portfolio manager.

    Mr. Keller helped launch the RAEIF Alpha portfolio in 2005 as well as the Real Asset Equity Income Fund in 2010. Prior to 2005, he began his career as an analyst at Houlihan Lokey Howard and Zukin in New York City.

    Mr. Keller is a graduate of Gilmour Academy in Gates Mills, OH and earned a B.S. in Finance from the University of Vermont.

  • Meet My Team

    James R. Keller, Philip Treick, Robert Mullin

    Philip, Robert, and James established a Tocqueville satellite office in San Francisco in the spring of 2016.  The team joined the firm in May 2016, bringing with them a unique dual-focused resource and income Real Asset Equity strategy.

    The strategy was borne out of a desire to provide clients with inflation protection and income.  In doing so it maintains exposure to unconventional and unique equities and debt instruments within the broader “resource” sector – instruments that can pay uncommonly high income through dividends, distributions, or interest. Over time the investment process has been honed to focus on durable companies that exhibit sustainable cash flows and income within volatile resource sectors.  Our emphasis on value and contrarian opportunities is very much in keeping with Tocqueville’s core beliefs.

    Philip Treick
    ptreick@tocqueville.com
    212-698-0852

Mutual Funds

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