Private Wealth Management

Building a family fortune is a tremendous accomplishment.

Managing that fortune for the benefit of future generations is another challenge altogether.

WHY TOCQUEVILLE?

  • Independent & Focused

    Tocqueville Asset Management L.P. , was founded in 1985 as an independently owned partnership focusing exclusively on the long-term growth and preservation of our clients’ capital. or more than 30 years we have retained that autonomy, avoiding the short-term goals of public companies so we could meet the intergenerational needs of our clients.

    Rather than provide a laundry list of wealth-management services, we become trusted partners and advisers to our clients, guiding them through the thicket of trust and estate decisions necessary to preserve, protect, and enhance capital. We have the resources to accomplish this and the values to ensure the highest level of individual attention.

  • "At Tocqueville good performance is a happy client."

    Robert W. Kleinschmidt, CFA

    Chief Executive Officer and Chief Investrnent Officer of Tocqueville Asset Management L.P.

    Investment Discipline

    The growth, preservation, and intergenerational transfer of wealth are no easy accomplishment. To do so successfully, requires wisdom, of course, but also great discipline. At Tocqueville, that means resisting the crowd’s preference for short-term fads in favor of companies and sectors that may currently be out of favor, but whose fundamentals are solid, reflecting strong upside potential.

    Our investment professionals engage in rigorous proprietary research, approaching new ideas with intellectual flexibility and open­mindedness. To buttress our research, our process often includes direct contact with target companies, suppliers, and industry consultants.

PRIVATE WEALTH MANAGEMENT TEAM

  • Diverse experience with a shared goal:
    excellent service & client wealth preservation.

  • "For most private clients we seek a balance between eq­uities and fixed income. A key goal is to produce capital appreciation in excess of tax­es and inflation; but wealth preservation is always an abiding concern."

    Lawrence M. Fields

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  • "Our profession is laden with jargon and complex concepts. As wealth managers, it is our responsibility to ensure our discussions with clients are comprehensible and promote transparency."

    Heather J. Perlmutter, Portfolio Manager

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  • "Investment risk is never one dimensional. We devote con­siderable time to helping cli­ents understand investment risk within the context of their own lives and sensibilities."

    Joseph S. Piropato, Portfolio Manager

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  • "Many private investors are unaware of how seriously tax­es can compromise portfolio returns over time. We take great care to factor in the tax impact of our investment decisions."

    Michael T. Meltzer

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  • "Investment management was turned on its head during the Great Recession. Working with our clients to find solu­tions toward their financial goals and objectives is our fiduciary responsibility and our top priority as a team."

    John Petrides

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  • We find that the 0nly way to preserve our clients’ financial peace of mind is by pairing them with asset managers with whom they can forge long-term relationships. We will not present you with a cookie-cutter plan; we have no off-the­-shelf products to sell you. Rather, we tailor portfolios and services to your specific needs, be they private banking, estate planning, family governance, philanthropic goals, or even mediating family disputes.

    Our journey with you may begin with a portfolio, but it proceeds from there to what we hope becomes our primary role: a trusted familiar adviser. And as such, we are always there for you, providing as much (or as little) information as you require to achieve that financial peace of mind.

  • Is Tocqueville Right for you?

    Tocqueville’s Private Wealth Management is a good fit if:

    • You wish to be treated as an individual, not an account number.
    • You wish to interact with senior investment professionals, not “relationship managers.”
    • You wish to develop a long-term partnership witl1 someone who will become your trusted adviser; someone whom you and your heirs can rely upon now and for decades to come.
    • You want the peace of mind that comes from preserving and growing your wealth over the long term.

    Risk is Personal

    Every client has a different tolerance for risk. While most of our clients’ portfolios are weighted toward equities (the best approach for capital preservation over the last two centuries), all portfolios are constructed to reflect clients’ financial goals, risk tolerance, and tax requirements. And it bears repeating: We invest with a long view; we do not speculate in an effort to benefit from high-risk, short-term adventures.

    And our clients are not the only ones with skin in the game. Tocqueville’s portfolio managers often invest alongside their clients; putting tl1eir own capital into the same investments that we recommend to you. If it’s good for you, it’s good for us – and vice versa.

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.

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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.

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