Tocqueville Institutional Asset Management
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
Core Equity
Portfolio Team
Alexander Stock, John Petrides, Joseph Piropato, Michael Meltzer, Richard Zhang
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
Fixed Income
Intermediate Duration Gov't/Corp Fixed Income
Portfolio Team
Heather Perlmutter, John Petrides, Michael Meltzer, Richard Zhang
Multi Asset Class Hybrid
Contrarian Value Balanced
Portfolio Team
Derek Derman, Heather Perlmutter, J. Dale Harvey
Enhanced Income
Portfolio Team
Heather Perlmutter, John Petrides, Michael Meltzer, Richard Zhang