Client Testimonials
“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.”
Steve Check
President and CIO
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Check looks to invest in companies with solid fundamentals, valuing them, buying and selling them, according to their worth rather than day to day dynamics of the markets. In this regard Check’s value-investment style complements my outlook. Their research into what to buy, when to buy, when to sell, is solid. Complementing this, in my retirement situation, Check’s Two-bucket Approach, balanced for my risk tolerance, has performed well for me allowing me to sleep comfortably at night. I use their offered pay per performance, rather than the more traditional 1% of portfolio value - come win or lose. Another better value for me! For me Check has been an excellent fit and so have stayed the course with them for 8 years. The product, the people and their service, all point to Check as a mature and well-managed company. If you feel your portfolio is in need of a little care and attention, give them a call.”
Mike D., Check Capital Client Since 2013
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“Having self-managed my portfolio for over 30 years, as it grew, I realized that I should diversify the managers of the portfolio, just as it's well-known that everyone should diversify the investments themselves. I wanted a conservative, well-established manager that doesn't trade frequently, does significant fundamental analysis on possible investments, and has an average client size within which I would fit nicely. I looked at several managers and Check stood out as fully meeting the criteria I had set, with the additional features that the firm is a devotee and significant investor in Berkshire, and that, in speaking with the firm's leadership, it was clear to me that 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 4+ 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”
Mike G., Check Capital Client Since 2017
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"My wife Suzy and I have had our investments handled by Check Capital Management since 1999. During the past 24 years we have been impressed by this firm's professionalism, its market investment strategy and the results that Check has achieved with our stock investments. We cannot recommend Check Capital Management too highly."
Pete & Suzy R., Check Capital Clients Since 1999
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“My experience with Check Capital has been very positive in all respects. I like the investment philosophy, one that concentrates on a select number of stocks picking leading companies in their respective fields and closely evaluating those companies for future growth. The staff has always been easy to deal with, and very professional. You personally are always good to work with.”
Al E.
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“After 25 years of hard work, prudence, and the creation of my wealth, I decided to share the responsibility of protecting and nurturing my investments. I found Steve Check. He and those who work with him strive to emulate the single word used to describe Charlie Munger’s success... “Rational”. He and his staff are professional, responsive, and give the personal touch at every turn. Rational value investing is what you get with Steve that allows for sound sleep and a confident future.”
Rob G., Check Capital Client Since 2018
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“What attracted me to Check Capital five 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. It is an investment strategy I learned and embraced as President of a small individual investors club I helped start about 30 years ago. I became a client of Check Capital just after retiring, still convinced this approach provided a comfortable balance of risk and reward. My trust in Check Capital and its approach has been validated through the impressive growth in the value of my account, despite the market ups and downs since then. I appreciate the competency and friendliness of the staff at Check Capital and your frequent outreach to keep me informed through the monthly newsletters and annual meetings. I like having the option of tying the management fee to the actual performance of my account. I honestly feel you and the Check Capital team are managing my financial nest egg with the same care and diligence you would use for managing your own money.”
Jim H., Check Capital Client Since 2016
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“I have never doubted the advice and help I have received from Check Capital. They are always responsive and reliable.”
Kay S., Check Capital Client Since 1995
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“In my eight years with Check Capital, I have enjoyed financial peace of mind. I feel confident my accounts are being managed with professional expertise and personal attention. Knowing I am appreciated as a client and that I am benefiting from Check Capital's experienced management is always reassuring.”
Marilynn P.
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“Check Capital are the guardians of our financial wellbeing. Their goals, as I see them, are to deliver their clients the best possible return on investment with the slightest amount of risk. Check Capital is a well-managed company focused on growth. I have experienced continued growth in my portfolio from the first year.”
John M.