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.