Hegarty Investment Logic, LLC

Overview

Hegarty Investment Logic, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals, families and some institutional clients and combines traditional advisory work with insurance brokerage. Core advisory services are financial planning and portfolio management for individuals and small businesses; the firm also lists market-timing services. Fees are billed as a percentage of assets under management and on an hourly basis. The adviser does not identify as an active ESG investor and is not flagged as a multi-state or newly formed adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives