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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“THANKFUL”
“My late husband had done most of his own investing with Fidelity until 2015, but after two strokes that were three weeks apart, he didn’t do much with investing after that happened. Check Capital has been in the business for a long time & I have my trust in them. I’m thankful I’m not in charge & we made a good choice when we met with Chris. I am feeling very blessed to have Check Capital taking care of our family trust.”
Rebecca M. Client Since 2017 Ukiah, CA
“TRUST”
“Passionate, knowledgeable, and having a genuine interest in delivering the best results for his clients are what makes Chris Ballard a truly professional financial advisor. We value Chris’s input, perspective, and guidance and trust him to make informed decisions regarding the positions in our portfolio. His dedication to our needs sets him apart from other managers. We would highly recommend Chris and Check Capital Management to anyone wanting to achieve better financial outcomes.”
Rick G. & Layne M. Clients Since 2014 Bellevue, WA
“SLEEP COMFORTABLY”
“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. For me, Check has been an excellent fit, and so I 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 & Michelle D. Clients Since 2013 Phoenixville, PA
“RATIONAL”
"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, and 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. Client Since 2018 Kirkland, WA
“IMPRESSED”
"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, 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.
Clients Since 1999
Georgetown, TX
“CONFIDENCE”
“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. Client Since 2017 Stamford, CT
“RESPONSIVE & RELIABLE”
“I have never doubted the advice and help I have received from Check Capital. They are always responsive and reliable.”
Kay S. Client Since 1995 Dana Point, CA
“I highly value Check Capital’s management of my accounts because of the integrity of their team and the level of care and expertise they demonstrate. I have always appreciated their conservative approach to investing and the extensive research they continually engage in. It’s difficult to express in a few sentences the many reasons I trust and value this firm."
“INTEGRITY & EXPERTISE”
Judy B. Client Since 2003 St. Augustine, FL
“CARE & DILIGENCE”
“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. 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 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. Client Since 2016 Saint Marys, PA
Testimonial Disclosures
The testimonials on this website are from actual CCM clients. No compensation was paid or offered by CCM to the client. Keeping in mind that no two clients’ situations or experiences are exactly alike, the testimonials should not be construed as an endorsement of CCM by any of its other past or current clients, nor any assurance that CCM may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if CCM is engaged, or continues to be engaged, to provide investment advisory services.
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