Check Capital Management Inc. Email Format

Financial ServicesCalifornia, United States2-10 Employees

Check Capital Management Inc. is a boutique investment manager serving individuals who want to protect and grow their assets. For more than 38 years, the firm has built stock and bond portfolios drawn from long-standing industry leaders. Clients may choose between two fee structures: a profit-based plan at 10% of account profits or a flat 1% annual fee on assets; retirement and cashflow planning are provided at no charge. The firm operates with a small team and sets a minimum account size of $500,000.

Based in Costa Mesa, California, CCM maintains regular client contact through a monthly newsletter, phone calls, in-person meetings, an annual conference, and a continuously updated website. In the financial services sector, the firm positions itself as a nationwide investment manager focused on individuals and the long-term management of their portfolios.

Get verified Check Capital Management Inc. emails free

Company overview Employee directory