Private Wealth Management
Wealth Management Process
Since 1985, Tocqueville Asset Management’s six-step wealth management process has helped families and individuals achieve their long-term financial objectives, even in challenging economic and market environments.
Work closely with clients and their accountant and other professional advisors to specify appropriate financial goals
Create a strategic asset allocation that reflects the client's current, intermediate and long-term investment objectives
Construct customized equity and fixed-income portfolios; where appropriate, select specialty funds to enhance total portfolio diversification
Monitor and manage the portfolio on a daily basis
Provide client with transparent, comprehensible reports quarterly or more frequently
- Periodically reevaluate the client’s goals and risk tolerance and fine-tune the asset allocation — and always be available to respond to a client’s questions or market concerns
© 2011 Tocqueville Asset Management L.P.
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