New Post
January 21, 2022
What Sets Us Apart
Steadfast Investment Strategy
35
Years In Business
4th
CNBC FA100 Ranking (2021)
$1.5B
Assets Under Management
$1B
Wealth Created For Clients
With all the noise and new asset classes out there, we remain steadfast and disciplined in our commitment to buying and holding equities that will produce the most value for our clients over the long-term. we remain steadfast and disciplined in.
Our integrity has been proven throughout some of the wildest fluctuations in the economy – from Black Friday in 1987 and the Dot-Com Bubble of the 1990s through the Great Recession and our recent Pandemic.
We don’t consider ourselves traders or even “investors” in the companies we buy. We are owners, who are selective about where we put our clients’ capital.
We don’t consider ourselves traders or even “investors” in the companies we buy. We are owners, who are selective about where we put our clients’ capital and never stop learning about each company.capital and never stop learning about each company.
Steven Check
President and Chief Investment Officer
Meet The Team
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
Investment Programs
Profit-Based Fee
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
Two-Bucket Approach
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
Private Program
Check Capital’s Private Program is a high-risk strategy that has delivered high returns. It is only suitable for investors who can withstand extreme volatility and a possible permanent loss of capital. Learn more
News, Insights & Accolades
CORPORATE OFFICE
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.
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.
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.