Check Capital professionally manages investments for over 1,500 households, with a minimum account requirement of $500,000. As a registered investment advisor, CCM doesn’t take custody of your assets. We work with larger, well-respected brokerage firms that hold your funds and facilitate up-to-date online access, deposits, transfers, issuing statements, tax reporting, executing trades specified by us, etc. Such interaction between CCM and brokers gives you an extra layer of safety and security and takes advantage of the capabilities provided by industry-leading brokerage firms.
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.