2024 Annual Client Conference Highlight Video Transcript

Client 1 

Our children are grown. We've done a lot for them, and now it's time to reap some of the fruits of my labor and I'm excited that Check Capital can help me get there. 

Client 2 

I've been a client with Check Capital for at least 7 years. If my stock portfolio doesn't make any money, I don't pay any management fees. 

Client 3 

My father-in-law has been with Check Capital for well over 20 years. I got in last year because the previous year was a loss which was a loss for everyone. But you've never had two losses in a row, and this year has been excellent. They really help their clients. I like the fiduciary approach to handling our investments and they conservatively but aggressively go after very solid investments. I would recommend Check Capital to one of my friends. 

Chris Ballard - Managing Director 

So if part of your concern that ends up being like I don't want to pay an advisor when my you know portfolio could possibly go down in value with our profit-based fee, we wouldn't be charging you a management fee if the portfolio goes down in value. We need to get to a new high watermark before we're going to be charging your account again.  

Client 4 

Since I'm a mathematician, that means if you'll make 10%, it's the same as what everybody else would charge me of all of my holdings. In other words, a normal fee for any place is 1%. I pay only 1% if he makes me 10%. If he doesn't make me 10%, I don't pay it. And I like to tell Steve, please make me pay you more money. 

Steve Check - President 

This business has a lot of things that you can love about it. One thing is things are always changing. It's always interesting and knowing that if you do a good job with what we're doing as a business, we really do help people. You know, when people come back to us, ten, 20-30 years later and tell us about that, it becomes really gratifying. My name is Steve Check. And if you found what we talked about today of interest, we'd love to have you give us a call. Get a hold of us any other way. E-mail. We'd love to meet with you and have you join us.