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VerifiedFinancial Services· Founded 1987

Check Capital Management Inc

Check Capital Management (CCM) is an investment manager for individuals looking to protect and grow their assets. For over 38 years, the firm has managed stock and bond portfolios of the utmost quality, i.e, composed solely of securities in longstanding industry leaders. Clients are offered a choice of management fees: either “profit-based” (10% of account profits) or “flat” (1% of account assets annually). Retirement and cashflow planning are available at no charge to interested clients. CCM regularly communicates with its clientele through The Blue Chip Investor monthly newsletter, phone calls, face-to-face meetings, an annual conference and a continuously updated website. The firm manages $2.39 billion total for clients nationwide. Its account minimum is

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HeadquartersCosta Mesa, United StatesEmployees10(11 to 50)Annual revenue$1M to <$10MFounded year1987Websitecheckcapital.comLinkedIn profileLinkedIn

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LinkedIn employees

10

11 to 50 range

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7

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Top roles at Check Capital Management Inc

7 distinct titles indexed · top 7 shown.

  • 1chief compliance officer trading manager
  • 1director & financial planning
  • 1managing director
  • 1marketing director and administrator
  • 1vice president senior investment officer
  • 1vice president, senior investment officer
  • 1vp, senior investment officer

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