Check Capital Management

Growth Through Strength

Independent Investment Manager 

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

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