Our History

Hegarty Investment Logic, LLC was built on a passion for helping clients achieve their highest financial goals. Our founder, Bryan V. Hegarty, RFC, began his career in the banking industry in 1980 while attending the University of Denver. Starting as a teller at Midstates Bank in Denver, Bryan quickly advanced to the Visa department and, after graduation, joined industry giants Merrill Lynch and E.F. Hutton.

While these firms were powerful players in the investment world, Bryan recognized that true financial planning had to go beyond product sales. He wanted to put clients’ interests first — always. This drive led him to “go independent,” partnering with an accountant and an insurance broker to create a firm designed to deliver objective, client-centered advice.

Over the years, Bryan has aligned with some of the nation’s most respected independent broker-dealers, always seeking innovative ways to enhance client outcomes. In 2015, recognizing a major industry shift toward transparency, he transitioned the firm to a fee-based, fiduciary model and became a Registered Investment Advisor (RIA). This transformation empowered Hegarty Investment Logic, LLC to act solely in the best interest of its clients — a responsibility Bryan considers the highest privilege of his career.

Proactive, Daily Oversight

Unlike the industry mainstream that simply “buys and holds” through all market conditions, we believe there are times to be in the market — and times to be out.

Bryan personally monitors client accounts every day for fluctuating market conditions and makes adjustments as needed. This hands-on approach allows for total portfolio repositioning, even on a daily basis, to protect and conserve client investments when markets shift.

Bryan has also chosen a path of Active Management as a defensive strategy for clients. Over his career, Bryan has specialized in bond strategies, even creating and selling his own bond program for other brokers to use. Today, he has refined this process to deliver a disciplined, actively managed approach designed to safeguard client portfolios and pursue consistent, long-term results, using stock funds, bond funds, individual securities.

Today, Hegarty Investment Logic, LLC proudly serves clients in New Mexico and 17 states across the U.S. We are committed to daily account reviews, dynamic retirement planning, and fully transparent, fiduciary-level advice — so our clients can plan confidently, live fully, and focus on what matters most.