Alternatives
The Case for Alternatives
Alternative investments offer access to sources of return and inflation protection that traditional public market portfolios of stocks and bonds cannot fully capture. By allocating to private markets, investors can pursue enhanced return potential, reduced correlation to public market volatility, and access to opportunities available only outside traditional exchanges — from early-stage companies, pre-IPO growth investments and traditional private equity to institutional-quality real estate and private credit.
For investors with specific tax considerations, alternatives can also offer structural advantages, such as the deferral and reduction of capital gains liabilities.
Tocqueville's alternative investment platform is designed to provide efficient, professionally managed access to these opportunities through two complementary vehicles:
Tocqueville Private Markets Fund
Access to a broad range of alternative asset classes including venture capital, private equity, real estate and private credit is available through a single Tocqueville managed investment vehicle.
Qualified Opportunity Zone Funds
Qualified Opportunity Zone Funds are managed on behalf of investors with U.S. capital gains tax exposure.
This is for informational purposes only and should not be considered a solicitation or recommendation to purchase or sell any particular security. Private equity investments involve a high degree of risk. They are highly illiquid, speculative, and suitable only for accredited investors or qualified purchasers who can bear the risk of losing their entire investment. Any offer or solicitation may only be made at the time a qualified offeree receives a private placement memorandum, which will contain important information (including investment objective, policies, risk factors, fees, tax implications and relevant qualifications), and only in those states or other jurisdictions where permitted by law.