Tocqueville Asset Management

• Private
• US

Dow Jones Description

This is paramount, for we have long prided ourselves on providing the best service possible. In a world full of financial advice (some of it excellent), the only areas where we can hope to make a true difference are the quality of our service, the dedication of our people, the constancy of our values, and the temperance of our judgment. To preserve these differences we hire individuals and bring in partners who are both highly competent and deeply dedicated, and we treat them well. Over their long careers at Tocqueville, our employees and partners accumulate a wealth of knowledge, not only about the technical aspects of our business, but also about our clients. Tocqueville customers do not deal with an organization but rather with individual members of our staff who collectively become the financial memory of each client and their family. Critical to our success is a congenial environment where our staff can thrive in a culture that promotes responsibility and proactive care for clients. This requires a small, flexible entity to insure that our staff has intimate knowledge of clients' financial histories and their current affairs. The typical investment firm has research, portfolio management, marketing, and client relation functions that tend to coexist as separate groups. Neither we nor our clients are comfortable with the impersonal service and high employee turnover suggested by such departmentalization...

Number of Employees 74

Contact Information

Peer Companies

• Morgan Stanley
• UBS AG
• ICICI Bank Ltd.
• Ameriprise Financial Inc.
• Blackstone Group LP
• All Companies