About Check Capital Management
Check Capital Management (CCM), established in 1987, specializes in helping individual and institutional investors protect and grow their assets through a value-oriented, long-term investment strategy. The firm focuses on minimizing losses, having sold only two stocks at a loss since 2010. Clients have expressed high satisfaction with the firm, particularly highlighting the professionalism and protective nature of their portfolio managers, especially Jeremy Saltzberg. Many clients have invested their retirement funds with CCM for over five years, noting impressive risk-adjusted returns in programs like the Quality Growth Program and the Private Program. The option for a profit-based fee structure aligns the firm's earnings with client success, reinforcing trust in their investment strategies. Clients appreciate the transparency provided through monthly newsletters and annual meetings, reflecting the firm’s commitment to keeping investors informed. The firm also emphasizes steady, long-term growth, with clients trusting their approach to investment management. Clients have praised the staff for being approachable, professional, and empathetic, which helps build strong relationships. Many have found CCM to be the best decision for their financial future, with their investment strategies providing peace of mind during market volatility. The two bucket approach to investing helps clients avoid daily concerns about portfolio performance and keeps most assets working for them while ensuring their near-term financial needs are met. Overall, Check Capital Management is recognized for diligent management, personalized service, and a consistent, long-term focus on client success.
We have worked with Check Capital for the past 9 years. During that time, through the ups and downs of the market they have been rock solid.
Our financial advisor, Chis Ballard, has been amazing to work with. Market volatility can be daunting, but Chris has provided education and perspective, and as a result we have more peace of mind regarding our investments, which have performed well.
Chris is personable, and a knowledgeable professional with the highest level of integrity...we trust him implicitly. Our experience with Check Capital has been outstanding.
Steve Check was referred to us by our CPA over thirty years ago. Working with Check Capital is the best financial decision we’ve made.
His two bucket approach to investing has removed the angst of day to day concerns with how our portfolio is performing affording us the opportunity to keep the bulk of our assets working for us while secure our near term financial needs are readily available.
His staff has grown through the years, but the culture and investment strategy remains basically the same. All staff members are approachable, professional, and empathetic to the firm’s clients.
We’re in for the ‘long run’ with Check Capital.
Dana...read full review
My husband and I have been with Check Capital since 2015 and we were assigned to Chris Ballard whom we love working with on our investment portfolio. They always keep us very informed and we are happy to say that their choices have made our retirement grow! We feel Chris is very attentive to our requests and needs and always seeking for ways to make it even better.