BACKGROUND:
Check Capital Management, led by CEO Steve Check, has carved out a rightfully-deserved unique position in the investment management industry. Check delivers consistent value and growth using a research-driven, ‘Two-Bucket’ investment approach: one bucket focuses on stable investment to ensure the accommodation of short-term needs, while the other utilizes a calculated long-term investment strategy. Check’s success comes from a foundation of deep industry knowledge, careful risk assessment, and a dedication to growing client portfolios.

TIME-TESTED SERVICE:
Check clients who come from all over the United States attest to the proven methods of the company. A couple shared that over an eight-period, they watched their money grow using “Check’s Two-Bucket Approach.” Mike and Michelle of Pennsylvania say that they “sleep well” as Check manages their funds. The fact that Check had different pay options for them made their dealings with the company all the more attractive.

THE CHALLENGE:
Bastion was brought on to showcase insights with national media on investment strategies that drive portfolio growth and stability, even amid market volatility in an investment landscape marked by rapid technological and economic shifts. As markets experienced periods of significant upheaval, including unprecedented lows and highs, Check Capital needed to reassure clients and effectively manage portfolios to mitigate risk without sacrificing growth.

Innovations in the finance industry – including the rise of AI-powered analytics, algorithmic trading, and ESG – have become concerns for investors. Check Capital’s messaging reflects the company’s dedication to their clients. Check Capital Management needed to continue to effectively communicate – to the media and potential investors – its philosophy and approach, which made the company one-of-a-kind in the field.

THE RESULTS:
Check Capital Management and its subject matter experts have been featured in national business and industry-specific publications ranging from the Orange County Business Journal, Washington Post, New York Times, Bloomberg, Reuters, CNBC, Barron’s, Fox Business, Forbes and more. These public relations accomplishments need to be augmented and further developed in more media markets where investors might be looking for safe wealth-management solutions.