Balanced Program

Check Capital Management's Balanced Program complements its equity programs.  For many investors, especially those who are retired, incorporating the stability of bonds is important.  Bonds can provide dependable cashflow for purposes ranging from living expenses to funding a child's or grandchild's college education.

Balanced Program portfolios are tailored for each individual.  In addition to bonds, covered call option positions may be employed.  Balanced Program accounts are generally designed to provide the cashflow that clients desire over the next five-year period.