Meet Our Team
Ward Anderson is an Associate Portfolio Manager at Tocqueville Asset Management L.P. He is focused on investment research and portfolio management. Ward works with high net worth individuals constructing customized portfolios.
Prior to joining the firm in February 2016, Ward worked as a Portfolio Manager at Penbrook Management.
Mr. Anderson graduated from Gettysburg College with a B.A. in Management and a concentration in Finance. He earned an M.B.A. from Columbia Business School.
Meet My Team
Ward Anderson, David Harris, Michael Butts, Kimberley Stephens, Tina Vorgia
My investment team strives to look at the whole picture, and we custom tailor our investment decisions to your specific needs and to your temperament. Wealth is not defined by numbers on a spreadsheet or the recent performance of a portfolio. Instead wealth should be defined by each individual client depending on short and long term goals.
There is more to investing than market timing and evaluation. Our investment strategy starts with your setting a total return target, which is your income needs plus your long-term appreciation goal. Asset allocation and sector diversification will reduce the risk in meeting the target you set. Our analysis of market conditions should give you a realistic market expectation for performance.
We make every effort to understand each client’s comfort zone and dedicate ourselves to keeping within it. My team and I take pride in differentiating ourselves from other investment advisors, like all of my partners at Tocqueville, by the quality of our service, the dedication of our people, the constancy of our values, and the temperance of our judgment.
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