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    Insights from Tocqueville

    Tocqueville Hosted Investors for a Discussion on our Enhanced Income Strategy

    By Richard Zhang on March 13, 2020

    Tocqueville Asset Management’s George Cooke hosted a select group of investors at our Vero Beach office for a round table discussion on Tocqueville’s Enhanced Income Strategy.

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    John Petrides Report: The S&P “5” cited by CNN

    By Richard Zhang on February 18, 2020

    Last week, John Petrides, a portfolio manager for the wealth management team in New York, published a commentary which was then featured in CNN Business: “The S&P 500 is really the S&P 5. Big tech dominates the index”. Summary Investors continue to deploy their funds into Exchange Traded Funds (ETFs) and mutual funds that replicate …

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    John Petrides on CNBC 11.11.19

    By Julia Hathaway on November 11, 2019

    Portfolio Manager John Petrides was interviewed on CNBC and asked whether emerging markets are attractive today:

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    John Petrides on CNN 11.7.19

    By Peter Ostberg on November 7, 2019

    Portfolio Manager John Petrides was on CNN discussing the market’s reaction to trade tariffs. Trying to answer the question: Are we there yet?

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    Tocqueville Asset Management Welcomes Heather Guardado, Jose Guardado and Diana L. Salter

    By Peter Ostberg on November 1, 2019

    NEW YORK–(BUSINESS WIRE) Tocqueville Asset Management today announced that Heather Guardado, Jose Guardado, and Diana L. Salter, formerly of Northstar Capital Management, have joined Tocqueville as portfolio managers, effective immediately. They will bring approximately $200 million in client assets to Tocqueville. “We are delighted that Jose, Heather and Diana have joined Tocqueville,” said Paul Kleinschmidt, …

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    Mutual Funds

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