Tocqueville Institutional Asset Management

Tocqueville Institutional Asset Management

Tocqueville Asset Management’s mandate is to deliver above-average results tailored to each client’s risk/return preferences—we have no interest in replicating index-like returns.

Our investment disciplines are grounded in intensive, proprietary research. Every portfolio professional conducts original fundamental research and shares ideas firm-wide, informing every stage of our process—from security selection to risk management.

Our culture encourages questioning the status quo and challenging conventional market wisdom. Many key investment professionals have worked together for most of their careers, shaping disciplines built on rigor, constant scrutiny, and the ability to stay nimble.

Institutional Investment Strategies

Equity

Concentrated Long-Term Return

Portfolio Team

George McAuliffe

Contrarian Value Equity

Portfolio Team

Derek Derman, J. Dale Harvey

Core Equity

Portfolio Team

Alexander Stock, John Petrides, Joseph Piropato, Michael Meltzer, Richard Zhang

Global Equity

Portfolio Team

James Hunt, Peter Shawn, Joseph Zock

International Multi Cap Equity

Portfolio Team

James Hunt, Peter Shawn, Joseph Zock

Multi Cap Equity

Portfolio Team

Joseph Zock, Peter Shawn, Robert Kleinschmidt, Paul Kleinschmidt

Multi Cap Equity (Tax Exempt)

Portfolio Team

Joseph Zock, Peter Shawn

Fixed Income

Core Fixed Income

Portfolio Team

John Rochford, Joseph Zock

Intermediate Duration Gov't/Corp Fixed Income

Portfolio Team

Heather Perlmutter, John Petrides, Michael Meltzer, Richard Zhang

Multi Asset Class Hybrid

80-20

Portfolio Team

Alexander Stock, Joseph Piropato

Contrarian Value Balanced

Portfolio Team

Derek Derman, Heather Perlmutter, J. Dale Harvey

Enhanced Income

Portfolio Team

Heather Perlmutter, John Petrides, Michael Meltzer, Richard Zhang