CB
Christopher Ballard
Managing Director at Check Capital Management
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Work Experience
Managing Director
Aug 2012 - Present · 12 years and 4 months
Green Thumb Financial
President & Chief Investment Officer
Jul 2009 - Sep 2012 · 3 years and 2 months
Vice President - Financial Consultant
Apr 2002 - Apr 2009 · 7 years
Company Details
Check Capital Management (CCM) is an investment manager for individuals looking to protect and grow their assets. For over 37 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 billion total for clients nationwide. Its account minimum is $500,000.
Year Founded
1987
Social Media
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Industry
Financial Services
HQ Location
575 Anton Blvd, Suite 500 Costa Mesa, CA 92626, US
Keywords
Investment ManagementRetirement PlanningWealth PreservatioInvestor EducatioWealth Preservationand Investor Education
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