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Patrick Samuel Sheldon

Punch & Associates Investment Management, Inc.

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About Patrick Samuel Sheldon

Patrick Sheldon is a registered Investment Advisor Representative in Minnesota. Patrick is associated with Punch & Associates Investment Management, Inc. Patrick's registration with the state of Minnesota became effective on November 6, 2020, and they are currently active in the state. The firm's main office is in Edina, Minnesota, and their firm provides a range of investment management and advisory services for individuals, businesses, and institutional clients. Patrick is associated with the firm since June 2016.

Firm Information

Patrick Sheldon is currently registered with Punch & Associates Investment Management, Inc.. Punch & Associates Investment Management, Inc. is an investment management firm located in Edina, MN, with a focus on providing financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles. They also offer model portfolio development and delivery. The firm manages over $1.85 billion in assets, primarily for high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Punch & Associates Investment Management, Inc.

7701 FRANCE AVENUE SOUTH

EDINA, MN 55435

$1.86B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model portfolio development and delivery

Model portfolio development and delivery

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

A percentage of aum allocated to our model portfolio

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Patrick Sheldon’s Registration & Firm History

MN

11/06/2020 - Present

Punch & Associates Investment Management, Inc. (EDINA MN)

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Licenses & Designations

IA

Issued 11/06/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Samuel Sheldon.
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