Reviews for Check Capital Management

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Aug 2024
Check Capital Management (CCM), established in 1987, specializes in helping individual and institutional investors protect and grow their assets through a value-oriented, long-term investment strategy. The firm focuses on minimizing losses, having sold only two stocks at a loss since 2010. Clients have expressed high satisfaction with the firm, particularly highlighting the professionalism and protective nature of their portfolio managers, especially Jeremy Saltzberg. Many clients have invested their retirement funds with CCM for over five years, noting impressive risk-adjusted returns in programs like the Quality Growth Program and the Private Program. The option for a profit-based fee structure aligns the firm's earnings with client success, reinforcing trust in their investment strategies. Clients appreciate the transparency provided through monthly newsletters and annual meetings, reflecting the firm’s commitment to keeping investors informed. Overall, Check Capital Management is recognized for its diligent management of client funds, with a strong emphasis on long-term growth and personalized customer service.

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From Check Capital Management

Since 1987, Check Capital Management (CCM) has helped individual and institutional investors protect—and prudently grow—their assets. We employ a value-oriented, long-term investment strategy that rests on this fundamental truth: When you buy a stock, you’re buying part-ownership in a business. We have a strong aversion to loss. As recorded in our real-money, representative newsletter account, we have sold only two stocks at a loss since 2010. We believe the best way to make money is to minimize losses.