Company History

Founded in 1993, Legacy Capital Management actually traces its roots back 35 years to 1970, when a group of seasoned investment professionals formed an investment management firm in Palo Alto, California. In 1987, the Bank in Liechtenstein (BIL) purchased this company in an effort to enter the U.S. private client asset management business. Current Legacy President Joe Milam joined the firm in 1990 and purchased the business back from BIL three years later, renaming it Legacy Capital Management.

In 1996, Joe made a strategic business move to relocate Legacy from the San Francisco Bay area to the Sacramento Valley. Drawn to the quality of life, rapidly growing business environment, and increased economic opportunities, Joe situated the business in the heart of Placer County — Roseville, California.

Today, with its rich heritage and strength in the region, Legacy is one of Northern California's most respected and trusted wealth management companies. The firm currently manages more than $150 million in assets for individuals, families, and select charitable organizations across the U.S. Removed from the hustle of Wall Street, Legacy remains well-positioned to protect its independence and objectivity in serving clients.