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Punch & Associates is a Minneapolis-based, independent wealth and investment management firm serving a select number of institutions and families of substantial wealth. Our mission is to enable families and institutions to steward resources with clarity and purpose.
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. Our core values are to:
1. Aim past the target;
2. Demonstrate diligence and persistence in our work;
3. Display humility in our interactions;
4. Build our company for permanence; and
5. Maintain a fun place to work.
Responsibilities Include, but are not limited to:
Qualifications:
Education, Skills and Experience:
Punch & Associates offers a competitive salary, people-first culture, and generous benefits package. Please submit a cover letter and resume to resumes@punchinvest.com
Full Time
$74k-100k (estimate)
06/28/2024
07/17/2024
punchinvest.com
MINNEAPOLIS, MN
50 - 100
Private
HOWARD D PUNCH
$10M - $50M
Investment Management