Check Capital professionally manages investments for over 1,500 households, with a minimum-relationship requirement of $500,000. As a registered investment advisor, CCM does not take custody of the assets we manage. Our company works with well respected, large brokerage firms to take custody of the funds and facilitate administrative logistics such as up-to-date online access, deposits, transfers, issuing statements, providing tax reporting and executing trades specified by CCM. Structuring the custody arrangement in this manner creates an extra layer of safety and security for our clients, and leverages the vast industry-leading capabilities applied by the brokerages.
You may open an investment account at the brokerage firm of your choice or ask us to recommend one. CCM remains independent from all brokers and can review various brokerage firms with you. To discuss opening an account with CCM, visit our contact page and complete the basic information requested, then expect a CCM representative to promptly contact you.