Tocqueville Asset Management

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Investment Management, Financial Planners, Financial Planning Consultants

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(212) 588-1811Call Visit WebsiteVisit Website Map & DirectionsDirections41 W 57th St Fl 7New York, NY 10019 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

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Long Island City (3 miles)
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Brooklyn (13 miles)
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Bronx (14 miles)
Hackensack (15 miles)

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Neighborhoods: Midtown East, Midtown Manhattan
AKA: Tocqueville Asset Mgt
Other Link: http://www.tocqueville.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Investments

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Details

Phone: (212) 588-1811

Address: 41 W 57th St Fl 7, New York, NY 10019

Website: http://www.tocqueville.com

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Tocqueville Asset Management

Estate Taxes
Tax Services

Investment Management
From its beginning, the foundation of the Tocqueville investment management services and activities has been the principles of trust and fiduciary responsibility set forth in both common and statutory law. Exercising investment decisions in the exclusive best interest of its clients has been the sole objective and continuing practice of the firm. The inclusion of proxy voting as a value producing and protecting activity was a natural extension of our fiduciary responsibility to all our clients. With or without the SEC mandate, we have instituted the procedures necessary to insure the accurate and timely voting of proxies and we have adopted policy guidelines that we believe represent the best opportunity for enhancing the economic value of your investments.
Mutual Funds
An integral piece of our investment philosophy is the marriage of our client portfolios with our own. We expect our managers, indeed all of our employees, to invest alongside our clients, to have at risk their own capital in the same investment decisions they make on behalf of our clients. To avoid any conflict of interest, we require that Tocqueville employees generally confine most of their investments to our family of mutual funds, which are managed identically to the portfolios of our larger clients. We believe that an investment idea which is good enough for one of our principals, must be good enough for our clients. Moreover, we do not want any of our managers to be distracted by their personal holdings to the detriment of our clients’ interests. By marrying our clients’ portfolios with our own, we further strengthen the bond between our clients, ourselves, and the principles of long term conservative contrarian value investing.
Wealth Management
The growth, preservation, and intergenerational transfer of wealth have become trickier than ever. From the macroeconomics of an uncertain world to the tax problems faced by family members who live and work in different countries – and who often follow diverse aspirations – wealth management is a far different undertaking than it once was. We recognize the challenges our clients face; we know how to navigate the maze.

Cash Flow Analysis

Financial Planning
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.
Retirement Planning
Asset Management
This website is provided as a service and for informational purposes only by Tocqueville Asset Management L.P. (“Tocqueville” or “we”), a registered investment adviser servicing individual and institutional clients.

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