Our Relationship With You

Our Relationship With You

Money may not buy happiness, but it should afford you peace of mind. Why do you bring your wealth to an investment firm? To achieve that peace of mind. But too often, investment firms fail to meet that objective. Too often, they do not even recognize that objective.

At Tocqueville, we dedicate ourselves to preserving your financial peace of mind.

Our portfolio managers follow two overriding client precepts:

  • No cookie cutters. Portfolios and service plans are tailored to the specific needs of each client.
  • Communication is key. Portfolios are created by understanding the client’s needs; they are maintained successfully through ongoing client communication.

People in meeting

Customization at Tocqueville is not limited to portfolio construction. Whether your needs include private banking, estate planning, family governance, philanthropic goals, or mediation in family disputes, we are acutely aware that our responsibility to our clients extends beyond investments. We view our role as more than mere investment advisers. To guide you successfully through the thicket of intergenerational financial planning and wealth preservation, we aspire to become your family counselor.

The only way for us to achieve this goal is by getting to know you. It’s not an overnight process; you have complex needs, and we must strive to understand them. The journey from new acquaintance to trusted family counselor is a long one, but it’s one we enjoy taking. We take great pride in joining our family with yours, and in achieving results that will keep us joined for years to come.

Mutual Funds

You are about to leave the Private Wealth Management section of the website. 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 Tocqueville Trust Mutual Funds. 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 Mutual Fund section of the website, 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 Private Wealth Management section of the website.