Check Capital Management

Investment Company in Costa Mesa, CA
Investment Company in Costa Mesa, CA Maybe the greatest challenge in today's increasingly complex market environment is to make investment choices that are both bold and prudent. CCM works hard to understand your requirements, communicate investment insights and by drawing on our extensive experience assisting investors aid you obtain financial security. For 23 years, Check Capital Management has worked with customers to suit their investment goals. Our guiding principle is simple: Do what's right for the customer. We invite you to discover more about what CCM can do for you.

Contact Details

Address
575 Anton Boulevard # 500
Costa Mesa, CA
92626
Phone
Driving Directions

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Check Capital Management
read moreSince 1987, Check Capital Management (CCM) has helped individual and institutional investors protect and grow their assets. We never forget that we're handling other people's money-a portion of which belongs to our families, friends and coworkers-and therefore have a strong aversion to loss. Moreover, we believe the best way to make money is to minimize losses. On behalf of our clients, we seek to acquire stocks of exceptional businesses, run by first-class management teams, when those firms are selling at bargain prices.
About Us
read moreCheck Capital professionally manages investments for over 1,500 households, with a minimum account requirement of $500,000. As a registered investment advisor, CCM doesn't take custody of your assets. We work with larger, well-respected brokerage firms that hold your funds and facilitate up-to-date online access, deposits, transfers, issuing statements, tax reporting, executing trades specified by us, etc. Such interaction between CCM and brokers gives you an extra layer of safety and security and takes advantage of the capabilities provided by industry-leading brokerage firms.
Profit Based
read moreUnlike 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. Check Capital Management's newsletter, The Blue Chip Investor, features market observations, investment insights, recent trades, earnings reports, price/earnings ratios, company profiles and other valuable data.
Long Term Stock Investment Strategy
read moreCheck Capital buys and sells stocks with a business-owner mentality. Indeed, Benjamin Graham (the legendary investor and teacher of Warren Buffett) pointed out that "investing is most intelligent when it is most businesslike." Therefore, we seek to purchase easy-to-understand businesses with predictable earnings. Typically, such companies operate in mature industries with slow rates of change and sell products or services likely to remain in high demand for the foreseeable future. Moreover, we look for these companies to possess an enduring competitive position-that is, staying power-enabling the businesses to generate stable cashflow and high returns on capital over the long run.
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