Punch & Associates Investment Management, Inc. (“Punch & Associates”)
Our Promise to You
As a client of Punch & Associates, you share both personal and financial information with us. Your privacy is important to us, and we are dedicated to safeguarding your personal and financial information.
Information Provided by Clients
In the normal course of doing business, we typically obtain the following non-public personal information about our clients:
How We Manage and Protect Your Personal Information
We do not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested or permitted to do so by a client or client representative or, if necessary, in order to process a transaction, service an account or as permitted by law. We may, however, share information with outside companies that perform administrative services for us. However, our arrangements with these service providers require them to treat your information as confidential.
You are leaving Punch & Associates’ website, and are being redirected to the Wealth Access data aggregation platform offered to Punch & Associates’ clients. Wealth Access allows you to consolidate the components of your personal net worth in a single location.
Punch & Associates is not affiliated with Wealth Access, and as such cannot guarantee the accuracy of information presented, the platform’s functionality, or the level of security associated with the Wealth Access platform. While Punch & Associates considered the security features of the Wealth Access platform before offering it to clients, Punch & Associates assumes no liability related to your use of the Wealth Access platform.
By advancing to the Wealth Access platform, you acknowledge that you have considered the above disclosure. Please contact your Punch & Associates relationship manager with questions.