Boerne, TX Office

Check Capital Management provides discretionary portfolio management, financial planning and retirement cash‑flow planning for individuals, high‑net‑worth clients, retirement plans and corporate clients, and serves as investment adviser to the Blue Chip Investor Fund. Its managed accounts invest primarily in stocks, corporate and municipal bonds, and stock options, and the firm can place client assets in its mutual fund when appropriate.

The firm describes a long‑term, fundamentals‑based investment philosophy influenced by a "Warren Buffett style" approach, emphasizing margin of safety, proprietary research and multi‑year holding periods. Portfolios are offered across distinct programs — Quality Growth, Private (option‑based leverage), Berkshire Covered Call and flexFOLIO — and CCM uses a two‑bucket allocation framework to separate shorter‑ and longer‑term assets.

What is distinctive for a multi‑team adviser is that CCM both manages an SEC‑registered investment company (the Blue Chip Investor Fund) and provides portfolio management to that fund while disclosing side‑by‑side management procedures and trade rotation policies to address conflicts. The firm also offers an uncommon performance‑based fee option (10% of new appreciation with a high‑water‑mark) and limits its higher‑risk, option‑leveraged Private Program to qualified clients, reflecting a client base and fee arrangements oriented toward wealthier, sophisticated investors rather than mass‑market retail accounts.