Tocqueville Institutional Asset Management


Tocqueville Asset Management’s mandate, without exception, is to deliver above-average results within the parameters of each client’s specific risk/return preferences. Philosophically, we have no interest in replicating index-like returns.
Underlying all of Tocqueville’s investment disciplines is an abiding belief in the value of intensive research. Every one of our portfolio professionals conducts original, fundamental research and engages in a constant sharing of ideas and information across the firm’s entire investment enterprise. Proprietary research plays a vital role in every stage of our investment processes, from security selection and portfolio construction through to risk management.
Tocqueville’s investment culture encourages a constant questioning of the status quo and a willingness to challenge current market wisdom. Many of our key investment professionals have worked together for the greater part of their careers, and have collectively fashioned investment disciplines that favor rigor, the constant scrutiny of ideas and the ability to be nimble. 

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US Equity Strategies

ALL Multi Cap Equity Balanced  
LARGE Large Cap Value Large Cap Core Large Cap GARP
MID Mid Cap Value
SMID Cap Value
  SMID Cap Growth
SMALL Small Cap Value
Micro Cap Value
Small Cap Core  




Int'l Multi-Cap Equity Gold Equities
Global Health Care
Concentrated Global Fixed Income

A Distinctive Asset Manager


  • Formed in 1985, New York-based Tocqueville Asset Management focuses solely on investment management, undistracted by any other business.
  • Tocqueville is disinclined to follow  the crowd. We are independent thinkers who base our decisions on our own rigorous, in-depth research and thorough knowledge of every investment position in each client’s portfolio.
  • Tocqueville’s disciplined investment processes seek to mitigate portfolio risk. Experience has demonstrated that this can often be achieved by an emphasis on undervalued and out-of-favor assets.
  • Tocqueville is employee-owned. This provides our professionals with a constant incentive to excel and has resulted in a high degree of organizational stability.