ROSEVILLE, Calif.–(BUSINESS WIRE)–Oct. 10, 2003–Legacy Capital Management (LCM) recently announced that Robert (Bob) L. Rebitz has joined the firm in the position of portfolio manager.

Mr. Rebitz was an early member of HOLT Value Associates (now owned by Credit Suisse First Boston). HOLT developed a framework for valuing public stocks that is widely used in the investment community globally.

“Bob is a great addition to the team, and represents our on-going mission to be the premier HOLT-based money manager in the country,” said Joe Milam, President of Legacy Capital Management.

Mr. Rebitz originally joined HOLT in 1988, and then worked for The Boston Consulting Group, Deloitte Consulting, and HOLT again, before turning to the buy side, first as a consultant to several hedge funds, and now with LCM. Mr. Rebitz’s primary role at Legacy Capital Management will be to launch a hedge fund using the HOLT framework as an extension of the current LCM investment process that has lead to top quadrant performance over the past one, three, five and ten years.

Mr. Rebitz will be a principal speaker at “Wealth Summit 2003,” scheduled for November 12th, 2003 in Sacramento. Wealth Summit 2003 will feature top speakers in the industry describing different aspects of wealth management. The keynote speaker for Wealth Summit 2003 will be famed quarterback Joe Montana, who is currently Managing Member of Champion Ventures, (a venture capital firm located in the San Francisco Bay Area). For more information on Wealth Summit 2003, contact Jason Bell at 800-854-9744.

Formed in 1993, Legacy Capital Management is a fee-only multi-family office managing assets for high net worth clients and their families across the country. The firm manages over $125 million in private client assets and is located in Roseville, CA. The firm provides institutional quality money management, and boutique service as they assist their clients in managing the responsibilities of wealth(R).

ROSEVILLE, Calif.–(BUSINESS WIRE)–Oct. 10, 2003–Legacy Capital Management (LCM) recently announced that Robert (Bob) L. Rebitz has joined the firm in the position of portfolio manager.

Mr. Rebitz was an early member of HOLT Value Associates (now owned by Credit Suisse First Boston). HOLT developed a framework for valuing public stocks that is widely used in the investment community globally.

“Bob is a great addition to the team, and represents our on-going mission to be the premier HOLT-based money manager in the country,” said Joe Milam, President of Legacy Capital Management.

Mr. Rebitz originally joined HOLT in 1988, and then worked for The Boston Consulting Group, Deloitte Consulting, and HOLT again, before turning to the buy side, first as a consultant to several hedge funds, and now with LCM. Mr. Rebitz’s primary role at Legacy Capital Management will be to launch a hedge fund using the HOLT framework as an extension of the current LCM investment process that has lead to top quadrant performance over the past one, three, five and ten years.

Mr. Rebitz will be a principal speaker at “Wealth Summit 2003,” scheduled for November 12th, 2003 in Sacramento. Wealth Summit 2003 will feature top speakers in the industry describing different aspects of wealth management. The keynote speaker for Wealth Summit 2003 will be famed quarterback Joe Montana, who is currently Managing Member of Champion Ventures, (a venture capital firm located in the San Francisco Bay Area). For more information on Wealth Summit 2003, contact Jason Bell at 800-854-9744.

Formed in 1993, Legacy Capital Management is a fee-only multi-family office managing assets for high net worth clients and their families across the country. The firm manages over $125 million in private client assets and is located in Roseville, CA. The firm provides institutional quality money management, and boutique service as they assist their clients in managing the responsibilities of wealth(R).