Episode
This $2.4B Money Management Firm Starts With A Comprehensive Plan
- Podcast
- Smart Money Circle
- Published
- Apr 27, 2026
- Duration seconds
- 779
- Processing state
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Summary
This $2.4B Money Management Firm Shares Timeless Advice Chris Ballard, Managing Director at Check CapitalManagement. Website https://checkcapital.com/ AUM - 2.4 Billion Company Bio Check Capital Management is an award-winning investment and asset management firm based in Costa Mesa, California, serving clients throughout the United States. Founded in 1987, the firm specializes in long-term, value-oriented portfolio management, with a focus on acquiring shares of high-quality businesses at attractive prices and helping clients protect and grow their wealth. Known for its disciplined investment philosophy and personalized service, Check Capital offers both traditional asset-based fee structures and profit-based management options, designed to align the firm’s interests with client outcomes. The firm manages more than $2.3 billion in assets and serves a diverse clientele, including high-net-worth individuals, retirement plans, and corporate accounts. With a commitment to thoughtful research and a long-term perspective, Check Capital combines rigorous fundamental analysis with a client-first approach to deliver tailored investment solutions and long-term financial guidance. Chris Ballard’s Bio: Chris Ballard, CFP® is a seasoned financial advisor and Certified Financial Planner with a strong focus on helping individuals and families achieve their long-term financial goals. Based in Costa Mesa, California, Chris works with clients at Check Capital Management, where he provides personalized financial planning and portfolio management services tailored to each client’s unique needs. With a comprehensive understanding of retirement planning, investment strategy, and risk management, Chris leverages his CFP® designation and financial expertise to guide clients through complex fi…