Check Capital Management

Investment Advising

At Check Capital, our investment advisors provide individually tailored investment recommendations rooted in a business-owner mentality.  We take pride in following Warren Buffett’s acclaimed investment approach of buying shares in highest-quality companies and then remaining long-term shareholders.  All such companies exhibit the following essential characteristics:

     1) Easy-to-understand businesses with predictable earnings

     2) An enduring competitive position 

     3) An accomplished, shareholder-friendly management team

We strive to make the investment process simple in a very complex world, leading to over 35 years of success within the investment advising industry. 

What Sets Us Apart


Years In Business


Assets Under Management


Financial Advisors Top 100
Four Consecutive Years

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Top 100 Independent Wealth Advisors

No-Nonsense Investing‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎

We remain committed to our highly logical, no-nonsense strategy, which means steadfastly adhering to core principles when directing your assets as your investment advisor.

Steadfast Investment Strategy

We stand firm in our steadfast, value-focused approach that will produce the greatest returns for our clients over the long term.

Profit-Based Management Fee

At Check Capital, you come first. For example, we're among the remarkably few firms that offer qualified clients a profit-based management fee for our investment advising services. This means such clients only pay when they profit.

Other Services

High-Net-Worth Financial Advising
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Wealth Advisor Newport Beach

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