A complete list of active advisors currently associated with Hegarty Investment Logic, LLC
Warmer can help you find a great advisor at Hegarty Investment Logic, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Hegarty Investment Logic, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Aztec, NM
| 46
|
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