Everybody has a story of a person – perhaps a parent, teacher, coach, boss, etc. – for whom they would “go to the mat” to get whatever was required done. These are the people for whom you want to succeed. You want want to exceed their expectations and make them proud. At Punch, we have people like these, we call them our clients.
We have excellent people at Punch & Associates who enjoy working hard in an informal setting. Excellent people seek to “advance the ball.” They want to grow. We have seen many advisory firms grow very quickly and then “flame out.” We are distrustful of such rapid growth. We are focused on “permanent growth.” To achieve this, we need to attract the right clients who are not just looking to “park some cash” for a while, but are looking for an “advisor for life.”
We have no interest in growth at any price, however we have a strong interest in the kind of growth that can be achieved by cultivating like-minded clients who share our belief that patient, risk-averse asset positioning is the best way of achieving your long term goals.
We value…
The right fit: We are not all things to all people. We seek to understand our clients and to know their needs intimately. We thoroughly review the needs of any prospective investors, their temperament, personality and history of decision making in order to ensure that any relationship we initiate has a very high probability of being a lasting and mutually rewarding one, both personally and professionally.
Long term relationships: We view each client relationship as a partnership with every intention of forging these partnerships over a period of years and even decades. We constantly strive to earn your trust with each communication, interaction and investment activity performed on your behalf. We have been extremely fortunate to grow along with our client families, many of which have entrusted their wealth to our group for well over a decade. Over half of our relationships span two and, in many cases, three generations.
Trust: The trust placed in our firm by our clients is the cornerstone of our existence, and it’s what we seek to earn each day when we wake up to come in to the office.
Access: At our firm, you speak directly to the decision makers who have researched the companies you own and who know why you own them. The investment advisory industry is littered with middlemen. The more toll keepers that exist between you and your money, the higher the cost of doing business (significantly impairing long term outcomes of investment programs) and the higher the probability of unsuccessful, uncoordinated results.
Transparency: It is important for you to have a clear view into your investment program, especially regarding the fees you pay. Our clients enjoy detailed, ongoing and thorough communication.
Discretion: We maintain strict confidentiality about your financial affairs.
Respect: For our employees and clients alike. We respect the hard work and accomplishments of all individuals involved in the wealth creation and wealth preservation processes.
Giving Back: We are grateful to earn a living doing what we love and feel compelled to give back to the communities that allow us to do so. Each year, Punch contributes a percentage of our earnings to charitable organizations based on our employees’ and our clients’ interests and involvement.
Click here to learn about the Punch Corporate Giving Fund and our community involvement.