Hegarty Investment Logic, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$25,721,244
Clients
107
Advisors
1
of 2 employees
About
Hegarty Investment Logic, LLC provides investment management, retirement planning and advisory consulting to individuals (including high-net-worth clients), retirement plans, IRAs, trusts, estates, charitable organizations and other investment advisers. The firm offers discretionary and non-discretionary portfolio management and may provide retirement planning either as a complimentary service or for a separate engagement.
The firm’s investment approach combines fundamental and technical analysis and relies on a proprietary collection of indicators to identify intermediate market trends and shift allocations accordingly. When its indicators signal unfavorable trends, portfolios may be moved out of equity or bond positions into limited-maturity bond funds or money market vehicles, and conversely moved back into equity and bond mutual funds, ETFs or sub-accounts when trends appear favorable; some growth strategies may use leveraged or inverse funds and permit use of individual equities and alternative investments.
Noteworthy distinctions include a firm principal who is licensed as an independent insurance agent and affiliated representatives who may sell insurance products, a relationship that the brochure discloses as creating a potential conflict of interest because commissions may be received on legacy or recommended insurance transactions. The firm also participates in institutional custodian programs (including custodians that provide trade execution, no-transaction-fee fund access and practice support) and discloses that it will not accept responsibility for voting client proxies.
Client services
Expertise
Fee options
$0 - $2,000,000: 2% $2,000,000+: Negotiable
$150-$250 per hour depending on complexity
Main office
209 East Blanco St, Suite A
Aztec NM 87410
Advisors at this office
1
Most active in
Colorado · New Mexico · Texas
Also doing business as
Hegarty Investment Logic, LLC · Hegarty Investment Logic,LLC · Hegarty Market Logic, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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