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"A Better Investment Experience"

Welcome to Punch & Associates, Inc. where we create innovative financial solutions, customized to the unique goals and objectives of our clients. We combine caring service, quality counsel and solid teamwork to offer a financial strategy aimed squarely at exceeding our clients` expectations.

Our clients enjoy the ongoing benefits of our vast array of resources. With our team of seasoned and energetic financial professionals, we work together to ensure that we completely understand the distinct financial ambitions of every client.

As we constantly strive to earn your trust, we hope to build an enduring advisory relationship by creating a "better" investment experience.

Independent, Unbiased and Objective Advice 

Since our firm is structured as a "fee-only" SEC Registered Investment Advisor, we do not sell products or receive commissions.  Our only source of revenue comes from the fees paid to us by our clients.  Our clients` interests always come first.

Our Clients

The clients of Punch & Associates form a loyal and diverse group. We provide and implement investment solutions for individuals, trusts, businesses, endowments, retirement plans, and foundations. While most of our clients reside in the Midwest, we also maintain client relationships throughout the U.S. and abroad. Investors commonly choose Punch & Associates out of a strong desire to develop and maintain a long-term relationship with an objective advisory group.  They appreciate our focus on protecting and building their capital, as well as serving their interests.

Important Consumer Disclosure

Punch & Associates, Inc. (“P&A”) is a registered investment adviser located in Minneapolis, MN.  P&A and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which P&A maintains clients.  P&A may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  P&A’s web site is limited to the dissemination of general information pertaining to its investment advisory services.  Accordingly, the publication of P&A’s web site on the Internet should not be construed by any consumer and/or prospective client as P&A’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.  Furthermore, the information resulting from the use of tools or information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute of for, personalized individual advice from P&A.  Any subsequent, direct communication by P&A with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of P&A, please contact the state securities law administrators for those states in which P&A is registered.  A copy of P&A’s current written disclosure statement discussing P&A’s business operations, services and fees is available from P&A upon written request.  P&A does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to P&A’s web site or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.