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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Robert Worms-lynch is an investment advisor representative at Punch & Associates Investment Management, Inc., a firm based in Edina, Minnesota. Kevin has been with Punch & Associates Investment Management, Inc. since May 2012. Kevin is registered with the state of Minnesota and specializes in providing investment advice to individuals, corporations, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio development and delivery
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
A percentage of aum allocated to our model portfolio
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MN
01/23/2014 - Present
Punch & Associates Investment Management, Inc. (EDINA MN)
Active
Inactive
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