Check Capital Management

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.

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.

After several years of retirement, and never being quite satisfied when using some big name financial institutions to develop and manage my investments portfolio, I was referred to Check. I am, for the most part, a value shopper - always checking worth versus the price to be paid. Complementing my outlook, Check looks to invest only in companies with solid fundamentals, valuing them, buying and selling them, according to their worth rather than by the day-to-day dynamics of the markets. Their selection res

I've been a client at Check Capital Management for nearly nine years now, working with Chris Ballard from the start. I'm extremely happy with the CCM investment philosophy and strategy, my portfolio performance relative to common benchmarks, the profit-based fee and their excellent communications. Working with Chris has really been such a pleasure for me; he brings a lot of integrity to his work and as a result I trust his advice and recommendations, and I've never been disappointed.

What attracted me to Check Capital seven years ago was its strategy of finding and investing for the long term in a manageable number of well run, well established companies available at attractive share prices; a strategy I first learned when I helped start a club of individual investors 30 years ago. The fact my Check Capital account has grown impressively, despite the market ups and downs since I joined, shows this approach still works. I appreciate Check Capital's efforts to keep me informed through the

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 st

A coworker introduced me to Check Capital in 2018 and I am very satisfied client for over 5 years. I am invested in two of their strategies, the Quality Growth Program and the Private Program. My quality growth account has done well on a risk adjusted return basis. I had reservations about the Private Program at first however it has turned out to be very successful for me. I highly recommend you allocate some funds to it. I like the option to choose a profit based fee which is very reasonable. It's the

I've been doing business with this firm for more than two years and must say that the service, as well as my portfolio returns, have been stellar. Communications have been detailed and thorough, portfolio management has been well thought out and executed. When I call, I am answered by my account advisor, Jeremy Saltzberg, who's been with me the entire time since I opened my account. These people know what they're talking about and are willing to spend as much time with clients as necessary. This is my "

Check treats its customers like family and has a strong personal interest in ensuring its clients are fully satisfied with Check?s investment performance and customer service. My experience over the past 7 years has lived up to my expectations, and getting to know Check?s leadership better over time has only increased my confidence in the firm.

I've had most of my retirement investment money with Check Capital for over 10 years. My portfolio manager is Jeremy Saltzberg. Both he and Check Capital are professional, protective of our money and our investments!! Five star rating!

I've been with Check Capital Management for 8 years. I value their long term investment strategy and subscribe to their ownership approach with investing. The staff is great with communication and I look forward to many years of asset growth with the company.

Chris Ballard has helped me figure out how to handle my investments and financial decisions for many years now. I have total confidence in his honesty and decision making. For me, letting him analyze how to manage my investments, allows me space to focus on living my life and grow my business. He is easy to talk with and personable as well.

Chris, I just wanted to say how much I appreciate Check Capital and what you've done for us over the years. We're a tiny fish in your pond, but you've never made us feel that way. Have a great weekend

Great company following a great investment philosophy. Their profit based fee structure just can't be beat. Highly recommend!

Our investments have preformed very well over time and growth was as anticipated. Timing is always a factor and long term investing requires patience.

They are there to protect your assets. Grow them when possible maximizing return minimizing exposure. Very stable company.

Have been with them for over 15 years. Very happy with performance as my investments have out performed those of other investment companies.

I really like the concept of no fees til there's a profit!