Tocqueville Asset Management
Overview
Established in 1985, Tocqueville Asset Management is an independent, employee-owned wealth management firm dedicated to the long-term growth and preservation of clients' capital. The firm offers a comprehensive suite of services, including asset management, family and estate planning, integrated planning, family office services, private banking, international client services, and record keeping and reporting. Their investment approach emphasizes capital preservation and tax sensitivity, aiming to align clients' financial strategies with their personal goals and values. Tocqueville's investment philosophy is rooted in independent thinking and rigorous in-house research, focusing on undervalued and often overlooked opportunities in the market. The firm employs a conservative-value approach, conducting thorough proprietary research to identify companies with solid long-term earnings potential. This disciplined, long-term, goal-oriented strategy avoids speculation and resists market fads, seeking to mitigate risk and preserve capital. With offices in New York City and Vero Beach, Florida, Tocqueville Asset Management serves high-net-worth individuals and families, family offices, institutions, and clients invested through the Tocqueville mutual funds. The firm's commitment to excellent client service is evident in its personalized financial guidance, tailored to meet the unique needs of each client. By focusing on long-term relationships and comprehensive service plans, Tocqueville aims to provide financial peace of mind and build lasting, generational wealth for its clients.
Investment Focus
- High-net-worth individuals and families
- Family offices
- Institutions
- Clients invested through the Tocqueville mutual funds
Portfolio Companies
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Frequently asked questions about Tocqueville Asset Management
What sectors does Tocqueville Asset Management invest in?
Tocqueville Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New York, United States. Tocqueville Asset Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Tocqueville Asset Management invest at?
Tocqueville Asset Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Tocqueville Asset Management invest in?
Tocqueville Asset Management invests across United States.
Who are the partners at Tocqueville Asset Management?
Team members listed for Tocqueville Asset Management include John Hathaway (Senior Managing Director) and Mason Sexton (Managing Director).
What companies has Tocqueville Asset Management invested in?
Tocqueville Asset Management's portfolio includes The Veterans Victory.
How do I contact Tocqueville Asset Management?
Tocqueville Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
