Punch & Associates is a Minneapolis-based, independent wealth management firm serving a select number of families and family offices of substantial wealth.
Founded in 2002, Punch & Associates is a nationally recognized, independent wealth management boutique with a strong history of delivering exceptional investment performance, highly customized wealth planning and intimate client service. Our risk-averse investment philosophy is centered on preserving and growing our clients’ assets. Our team of seasoned professional advisors enables our clients to pursue their varied and rewarding life interests, both personal and professional.
Independent, Unbiased and Objective Advice
At Punch, your interests always come first.
- As a privately held firm, we’re not driven to satisfy shareholder demands which, in many cases, conflict with client interests.
- Due to our independence and employee-owned structure, we do not need to satisfy the goals or aspirations of any parent company, and we enjoy the freedom to make decisions that are exclusively in your best interest…period.
- One hundred percent of our firm’s revenues are paid to us by our clients. Our business model removes any financial incentives to consider an investment for any purpose other than yours.
- All principals and employees invest the vast majority of their investable net worth alongside our clients.
Wealthy families commonly choose Punch & Associates out of a strong desire to develop and maintain a long-term relationship with our objective and attentive advisory group. Our clients’ stories are diverse. Some started and sold (or are currently operating) private businesses, some are corporate executives, some inherited or married into wealth, and many are consistent, life-long savers and diligent investors.
At Punch, our clients appreciate our intergenerational wealth planning capabilities and philanthropic advisory services. Wealth has a purpose. Over half of our relationships span two, and in many cases, three generations. We’re most proud of the fact that our firm maintains a client retention rate of over 98% since our inception. This “metric” is perhaps most telling of the types of relationships we maintain.