Tom Wickman

Manufactures aluminum products, fabricated aluminum and other alloys

Dana seeks repeatable and predictable results to most effectively grow wealth by implementing a uniform investment process to achieve consistent excess returns with lower risk. The firm actively manages a broad range of public US Equity, Fixed Income and blended strategies ranging from large to small-cap equity, socially responsible, taxable and tax-exempt fixed income strategies. The foundations of their investment process and risk-controlled portfolio construction are similar across asset classes and strategies. Their primary equity investment strategies are based on a relative value approach designed around a roughly equally weighted portfolio of securities exhibiting above average earnings growth at lower relative prices. Dana’s fixed income strategies place considerable importance on income securities that exhibit high credit quality, high current income, and sufficient overall cash flow.

Legacy Capital generally recommends individual securities in both the growth and value styles as well as fixed income securities, and provides advice on virtually every other type of security. The firm generally invests in all capitalization companies. It typically invests in equity securities, corporate and bank-sponsored debt instruments, municipal fixed income instruments, government securities including asset-backed securities, and other securities

Engaged in investment banking, brokerage and trading

Functions as a College/University