Steadfast Investment Strategy
Years In Business
CNBC FA100 Ranking (2021)
Assets Under Management
Wealth Created For Clients
President and Chief Investment Officer
Founded in 1987 by Steven Check, Check Capital Management is an award-winning asset management firm based in Costa Mesa, Calif., that serves clients throughout the U.S.
It has helped individual and institutional investors protect and grow their assets, currently valued at $1.5 billion.
Never forgetting that the firm handles other people’s money — as well as some of its own – Check Capital has a culture of avoiding losses. Therefore, its investment philosophy centers around the acquisition of stocks from exceptional businesses, run by first-class management teams, when those firms are selling at bargain prices.
Steadfast
Patient
Value-Focused
Check Capital’s flagship strategy since we opened for business in 1987, the Quality Growth Program exemplifies CCM’s investment ideals. Learn more
Unlike most of America’s money managers, Check Capital Management gives you a choice of management fees. First is an annual flat fee: 1% of account assets. The alternative is a profit-based fee: 10% of annual profits with a minimum quarterly prepaid fee. Learn more
For stock investors seeking a relatively low-risk investment that yields a return superior to most fixed-income alternatives, Berkshire Hathaway covered call options represent an attractive proposition. Learn more
Statistics show that stocks, over the long term, have produced higher returns than bonds, Treasury Bills and real estate. However, despite their attractive performance, stocks have a drawback: Their returns are volatile. Learn more
Video: Steven Check breaks down the firm’s analysis of Berkshire Hathaway in a broadcast segment on the TD Ameritrade Network.
Steven Check weighs in on the state of Wells Fargo and its potential upside following Q3 earnings reports from the banking sector.
Steven Check discusses the valuation of Wells Fargo in light of pending tailwinds that could benefit some of the company’s core businesses.
Check Capital Management Inc.
575 Anton Boulevard, Suite 500
Costa Mesa, CA 92626-1925
Phone (800) 710-5777
Fax (714) 641-8128
© 2021 Check Capital Management Inc. All Rights Reserved.
Get the latest market observations, investment insights, recent trades, earnings reports, price and earnings ratios, company profiles and other valuable data.
© 2021 Check Capital Management Inc. All Rights Reserved.
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.
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.