The Fields Team
The Fields Group at Tocqueville Asset Management represents a rare convergence of investment excellence, institutional depth, and deeply personal client service that has been refined over four decades of market leadership.
Founded by Larry Fields in 1985 at Bear Stearns Asset Management, the team has been focusing exclusively on the long-term growth and preservation of clients’ capital and embodies a philosophy that puts client relationships at the center of everything they do. They provide a high-touch, customized investment approach to the financial complexities of each unique client situation.
What distinguishes this exceptional team is their remarkable collaborative culture and complementary expertise. Led by seasoned professionals Heather Perlmutter, John Petrides, and Michael Meltzer, with dedicated support from Portfolio Administrator Kim Narvaez and Assistant Portfolio Manager Richard Zhang, the team brings together decades of institutional knowledge with a deeply personal approach to wealth stewardship.
The team works cohesively in managing the wealth of their clients because they feel that they are more than business partners; they are a family. Their clients consistently tell them that they value and appreciate that they are a close-knit and communicative group, with a long track record of good performance and attentive client service.
Having managed client assets across decades of market cycles, the team leverages their expertise in equities and fixed income, using their unique investment process, philosophy, and strategies to work hand-in-hand with clients to customize optimal asset allocation to meet long-term asset growth targets and annual income needs, while managing tax situations accordingly.
As a wholly independent, privately owned partnership, they eliminate the corporate conformity often found in public companies – a conformity that arises from the need to provide short-term shareholder value. This independence allows them to focus solely on what matters most: preserving and growing their clients’ wealth for generations to come.
In an industry increasingly dominated by impersonal mega-firms, the Tocqueville Asset Management Fields Group stands as a beacon of what wealth management should be: intelligent, principled, and profoundly personal.
CONTACT
Michael Meltzer
mmeltzer@tocqueville.com
(646) 873-3203
Heather Perlmutter
John Petrides
Michael Meltzer
Richard Zhang
Kimberly Narvaez
Lawrence Fields
Recent Writings by the Fields Team
Viewpoints from Fields Team
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