Check Capital Management Inc

Check Capital Management Inc. is an SEC-registered investment advisor based in Costa Mesa, California, established in 1987 by Steven Check and owned by the Check Family Trust. The firm specializes in separately managed accounts for individuals, high-net-worth clients, retirement plans, and corporate clients, primarily investing in stocks, corporate/municipal bonds, and stock options. They offer asset allocation advice, retirement income planning, and manage the Blue Chip Investor Fund. Clients have the option of choosing between asset-based management fees or profit-based management fees, with a minimum investment requirement of $500,000. Check Capital Management acts as a fiduciary, providing investment discretion to make decisions without prior client approval. The firm follows a Warren Buffett-style investment philosophy, focusing on long-term value investing and fundamental research. Clients receive quarterly portfolio reports and have the option to vote on proxies for their securities. For any inquiries, clients can contact the Chief Compliance Officer, Robert Hill.