Jim McCarthy

Legacy Capital Management constructs customized portfolios comprised of individual stocks, bonds and money market securities. They apply strict valuation and buy disciplines to their investment decisions and carefully review each security's characteristics to ensure they meet the firm's stringent criteria. Legacy constructs portfolios so that no single position can adversely affect the overall portfolio performance. All of the firm's research is performed in-house. Fundamental analysis is employed to determine which securities to buy. Legacy focuses on company-specific financial statements to identify the operating momentum and intrinsic value of a company. They use a discounted cash flow framework to select companies that are improving the productivity of their asset base and whose management understands the fundamental drivers that create shareholder wealth. Legacy then uses valuation tools and company-specific information to determine an attractive price at which to purchase the stock. They also review industry and company trends to evaluate the risk/return profile of each investment. Legacy employs technical analysis to identify patterns in stock price movement and to determine when to purchase a stock. They leverage independent, industry-leading tools to track cycles of investor sentiment and forecast changes in market leadership and direction. These tools help them identify impending shifts in market direction. Legacy applies these insights to industry sectors and individual stocks to optimize the final timing of their purchase and sell decisions.

Functions as a College/University

Capital Planning Advisors constructs globally diversified, risk-balanced portfolios and manages clients’ assets with a personalized tax and cash flow in mind. The firm builds and manages diversified portfolios that incorporate both public and private equity, credit, real estate and infrastructure investments.