Check Capital Management

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 purest form of account performance alignment.i'e. "if I don't make money they don't make any money".
Customer service has been excellent, and the Investment Officer assigned to me, Jeremy Saltzberg has been outstanding. He is very knowledgeable, responsive to my emails and calls, and someone I trust.

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 monthly newsletters and annual meetings. I also appreciate having the option of tying the management fee to the actual performance of my account. I honestly believe the Check Capital team is managing my financial nest egg with the same care and diligence they would apply to managing their own money.

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

This review is way overdue by about six years.
Be careful doing business with this company.
My experience;;
When your parent dies and the money is no longer in their grasp, Not only are they not helpful, they are incredibly unkind during the most difficult of times.
The loss of a father, a leader, the glue of the family.

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

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.