Check Capital Management (CCM) is an investment manager for individuals looking to protect and grow their assets. For over 36 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 well over $1 billion total for clients nationwide. Its account minimum is $500,000.
View Top Employees from Check Capital Management Inc.Website | http://www.checkcapital.com |
Revenue | $4 million |
Employees | 11 (11 on RocketReach) |
Founded | 1987 |
Address | 575 Anton Blvd Suite 500, Costa Mesa, California 92626, US |
Phone | (714) 641-3579 |
Fax | (714) 641-8128 |
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Industry | Financial Services, Finance General, Investment Management, Finance, Retirement Planning, Wealth Preservation, Investor Education |
Web Rank | 9 Million |
Keywords | Check Capital Management, Checkcapital.Com |
Competitors | CoastEdge Partners, Villere & Co. |
SIC | SIC Code 62 Companies, SIC Code 621 Companies, SIC Code 6211 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Check Capital Management Inc. employee's phone or email?
The Check Capital Management Inc. annual revenue was $4 million in 2024.
Jeremy Saltzberg is the Vice President, Senior Investment Officer of Check Capital Management Inc..
11 people are employed at Check Capital Management Inc..
Check Capital Management Inc. is based in Costa Mesa, California.
The NAICS codes for Check Capital Management Inc. are [52, 52393, 523, 5239].
The SIC codes for Check Capital Management Inc. are [62, 621, 6211].