Check Capital Management - Costa Mesa, California

Debra D.

My husband and I have been with Check Capital since 2015 and we were assigned to Chris Ballard whom we love working with on our investment portfolio. They always keep us very informed and we are happy to say that their choices have made our retirement grow! We feel Chris is very attentive to our requests and needs and always seeking for ways to make it even better.

Jim P.

We have worked with Check Capital for the past 9 years. During that time, through the ups and downs of the market they have been rock solid.

Our financial advisor, Chis Ballard, has been amazing to work with. Market volatility can be daunting, but Chris has provided education and perspective, and as a result we have more peace of mind regarding our investments, which have performed well.

Chris is personable, and a knowledgeable professional with the highest level of integrity...we trust him implicitly. Our experience with Check Capital has been outstanding.

Mike &. M. D.

After several years of retirement, and never being quite satisfied when using some big name financial institutions to develop and manage my investments portfolio, I was referred to Check.

I am, for the most part, a value shopper - always checking worth versus the price to be paid.
Complementing my outlook, Check looks to invest only in companies with solid fundamentals, valuing them, buying and selling them, according to their worth rather than by the day-to-day dynamics of the markets.
Their selection research into what to buy, when to buy, when to sell, is solid.
Complementing this in my retirement, Check's 2 bucket strategy, balanced for my risk tolerance, has performed well 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 have stayed the course with them for 11 years.
The product, the people and their service, all point to Check as a mature and well managed company.

If you feel your portfolio may need a little better care and attention, give them a call.

Mike Daley

Marty S.

Steve Check was referred to us by our CPA over thirty years ago. Working with Check Capital is the best financial decision we’ve made.

His two bucket approach to investing has removed the angst of day to day concerns with how our portfolio is performing affording us the opportunity to keep the bulk of our assets working for us while secure our near term financial needs are readily available.

His staff has grown through the years, but the culture and investment strategy remains basically the same. All staff members are approachable, professional, and empathetic to the firm’s clients.

We’re in for the ‘long run’ with Check Capital.
Dana and Marty Sappington

Jay H.

I've been a client at Check Capital Management for nearly nine years now, working with Chris Ballard from the start. I'm extremely happy with the CCM investment philosophy and strategy, my portfolio performance relative to common benchmarks, the profit-based fee and their excellent communications. Working with Chris has really been such a pleasure for me; he brings a lot of integrity to his work and as a result I trust his advice and recommendations, and I've never been disappointed.

Jim H.

What attracted me to Check Capital seven 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; a strategy I first learned when I helped start a club of individual investors 30 years ago. The fact my Check Capital account has grown impressively, despite the market ups and downs since I joined, shows this approach still works. I appreciate Check Capital's efforts to keep me informed through the monthly newsletters and annual meetings. I also appreciate having the option of tying the management fee to the actual performance of my account. I honestly believe the Check Capital team is managing my financial nest egg with the same care and diligence they would apply to managing their own money.

Peter L.

A coworker introduced me to Check Capital in 2018 and I am very satisfied client for over 5 years. I am invested in two of their strategies, the Quality Growth Program and the Private Program.
My quality growth account has done well on a risk adjusted return basis. I had reservations about the Private Program at first however it has turned out to be very successful for me. I highly recommend you allocate some funds to it. I like the option to choose a profit based fee which is very reasonable. It's the purest form of account performance alignment. i'e. "if I don't make money they don't make any money".
Customer service has been excellent, and the Investment Officer assigned to me, Jeremy Saltzberg has been outstanding. He is very knowledgeable, responsive to my emails and calls, and someone I trust.

J B. ?.

I've been doing business with this firm for more than two years and must say that the service, as well as my portfolio returns, have been stellar. Communications have been detailed and thorough, portfolio management has been well thought out and executed. When I call, I am answered by my account advisor, Jeremy Saltzberg, who's been with me the entire time since I opened my account. These people know what they're talking about and are willing to spend as much time with clients as necessary. This is my "go to" advisor from now on.