Building a family fortune is a tremendous accomplishment.
Managing that fortune for the benefit of future generations is another challenge altogether.
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Our Firm
For more than 30 years, we have been preserving and growing our clients’ wealth, providing the stewardship and experience necessary to meet today’s challenges, and to prepare for the challenges facing future generations.
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Our Investment Philosophy
We pursue two primary objectives for our clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve our mandate, we rely upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential. We do not follow fads; we invest in companies that deliver solid returns over the long run.
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Our Relationship With You
No two families are alike; thus, getting to know you – becoming your trusted family counselor - is not an overnight process. Often, your needs will extend beyond investing, and may involve intra- and intergenerational issues. Our portfolio managers leverage the full resources of the firm (communicating with each other is as important as communicating with you) to create a comprehensive service plan tailored to your unique needs.
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Our firm follows two guiding principles: excellent client service and a long
term, goal oriented view of investing that avoids speculation and resists fads.
Of course, when we find the risk parameters acceptable, we strive to increase real wealth for clients, as we have consistently done in the past. Still, the first rule to preserving capital is not to lose it. We are simply not going to put our clients’ capital into what we perceive to be risky situations, regardless of how great the potential reward.
Robert W. Kleinschmidt
CHAIRMAN
Thought Leadership
American Exceptionalism
February 4, 2025
In financial markets today, the term “American Exceptionalism” has gained momentum, and rightly so, as shown in the chart below as well as in U.S. equity market returns compared with the rest of the world. Still, it can be argued that valuation for the S&P 500 is far from exceptional. Access it directly here: American ...
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Private Wealth Management
Institutional Services
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Ready to secure your financial future? Contact us to explore how our 30+ years of wealth preservation and growth can benefit you. Tailored investment strategies, family-focused counseling, and a steadfast commitment to your goals await. Let’s build your legacy together.
Poplar Forest
You are about to leave the site of Tocqueville Asset Management, L.P. 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 any mutual fund managed by Tocqueville Asset Management, L.P. 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 Poplar Forest (www.poplarforestfunds.com/), by contacting an authorized broker/dealer, or by calling 1-877-522-8860. Please read the prospectus carefully before you invest. By accepting you will be leaving the site of Tocqueville Asset Management, L.P.
Tocqueville Funds
You are about to leave the site of Tocqueville Asset Management, L.P. 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 any mutual fund managed by Tocqueville Asset Management, L.P. 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 Tocqueville Funds website (www.tocquevillefunds.com), 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 site of Tocqueville Asset Management, L.P.