Independent Financial Advisor
With a Steadfast Investment Strategy
Growth Through Strength
What Sets Us Apart
35
Years In Business
$1.6B
Assets Under Management
Financial Advisors 100
Ranked 4th
Top 100 Independent
Wealth Advisors
Steven Check
President and Chief Investment Officer
Meet The Team
Founded by Steven Check in 1987, Check Capital Management is an award-winning asset management firm based in Southern California that serves clients throughout the U.S. It has helped investors protect and grow their assets, currently valued at $1.6 billion.
Never forgetting that the firm handles other people’s money (as well as its own), Check Capital has a culture of avoiding losses. Therefore, its investment philosophy centers around the acquisition of stocks of exceptional businesses — but only when those firms are selling at bargain prices.
Steadfast
Patient
Value-Focused
Investment Programs
Quality Growth Program
Check Capital’s flagship strategy since we opened for business in 1987, the Quality Growth Program exemplifies CCM’s investment ideals. Learn more
Private Program
Check Capital’s Private Program is a high-risk strategy that has delivered high returns. It’s suitable for investors who can withstand extreme volatility and a possible loss of capital. Learn more
Berkshire Covered Calls Program
For stock investors seeking a relatively low-risk alternative yielding a return superior to that of most bonds, Berkshire Hathaway covered call options are an attractive proposition. Learn more
Two-Bucket Approach
Statistics show that stocks, over the long term, have produced higher returns than bonds, Treasury Bills and real estate. Despite their attractive performance, stocks have a drawback: The returns are volatile. Learn more
News, Insights & Accolades
TD Ameritrade
Video: Steven Check breaks down the firm’s analysis of Berkshire Hathaway in a broadcast segment on the TD Ameritrade Network.
S&P Global
Steven Check weighs in on the state of Wells Fargo and its potential upside following Q3 earnings reports from the banking sector.
Market Watch
Steven Check discusses the valuation of Wells Fargo in light of pending tailwinds that could benefit some of the company’s core businesses.
CORPORATE OFFICE
Check Capital Management Inc.
575 Anton Boulevard, Suite 500
Costa Mesa, CA 92626-1925
Phone (800) 710-5777
Fax (714) 641-8128
© 2022 Check Capital Management Inc. All Rights Reserved.
QUICK LINKS
THE BLUE CHIP INVESTOR
Get the latest market observations, investment insights, recent trades, earnings reports, price and earnings ratios, company profiles and other valuable data.
© 2022 Check Capital Management Inc. All Rights Reserved.
CORPORATE OFFICE
Check Capital Management Inc.
575 Anton Boulevard, Suite 500
Costa Mesa, CA 92626-1925
Phone (800) 710-5777
Fax (714) 641-8128
© 2022 Check Capital Management Inc. All Rights Reserved.
QUICK LINKS
THE BLUE CHIP INVESTOR
Get the latest market observations, investment insights, recent trades, earnings reports, price and earnings ratios, company profiles and other valuable data.
© 2022 Check Capital Management Inc. All Rights Reserved.