Check Capital Management


Wealth Advisor Newport Beach

Understanding how a professional money manager directs your investments can be daunting, which is why we at Check Capital provide easily understood wealth advice to our clients.  For well over three decades, we’ve been a prominent wealth advisor to investors in Newport Beach, California, helping them to not only protect but grow their assets safely and effectively.

Successful Investing

Check Capital has been providing wealth advisory services to individuals for more than 35 years. Over $1 billion in profits have swelled client accounts nationwide during the last 10 years alone.

Traditional Investments

Clients have benefited from our long-term, steadfast and unquestionably sensible investment strategies targeting both profits and safety.

Special Wealth Services

Check Capital is among extremely few firms that offer qualified clients in Newport Beach a Profit-Based Management Fee. Indeed, you only pay when you profit.


What Sets Us Apart

35

Years In Business

$1.3B

Assets Under Management

CNBC Logo

Financial Advisors 100
Four Consecutive Years

Barrons Logo

Top 100 Independent Wealth Advisors

Other Services

High-Net-Worth Financial Advising

Investment Advising

 
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