Building a family fortune is a tremendous accomplishment. Managing that fortune for the benefit of future generations is another challenge altogether. For more than 30 years, we have been preserving and growing our clients' wealth, providing the stewardship and experience necessary to meet today's challenges, and to prepare for the challenges facing future generations.
We pursue two primary objectives for our clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve our mandate, we rely upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential.
We pursue two primary objectives for our clients: to provide long-term returns without excessive risk, and to ensure capital preservation for succeeding generations. To achieve our mandate, we rely upon rigorous proprietary research employing a conservative-value approach to identify undervalued companies that possess long-term earnings potential.
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Robert W. Kleinschmidt is Chief Executive Officer and Chief Investment Officer of Tocqueville Asset Management L.P. and Chairman of its General Partner, Tocqueville Management Corp. Mr. Kleinschmidt joined Tocqueville in 1991 and manages discretionary portfolios for institutional, individual and family clients.
Tocqueville Asset Management L.P. was founded in 1985 as an independently owned partnership focusing exclusively on the long-term growth and preservation of our clients' capital. Tocqueville is a wholly independent, privately owned partnership. This eliminates the corporate conformity often found in public companies - a conformity that arises from the need to provide short-term shareholder value.
Our investment-policy decisions begin with building a relationship with our clients and their unique objectives. Only through this process can we develop customized investment and wealth-management strategies that align and evolve with our clients' short- and long-terms needs. The portfolios that we build are goals-based; they focus on client needs rather than immediate returns.
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.
Talented people do not like to have others looking over their shoulders telling them what they can and cannot do. Almost by definition, we have found, the best in our business are willing collaborators, authority-resilient, independent thinkers. Over the years we have attracted and accumulated bright and motivated investment professionals, who wish to preserve their independence in an industry of increasing concentration and centralization.
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