Healthview Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HealthView Asset Management provides fee-based investment management primarily to individual and high‑net‑worth clients, as well as trusts, estates, charitable organizations and institutions. Its services include discretionary portfolio management, non‑discretionary client‑directed accounts, an automated (robo) portfolio option, and retirement- and healthcare‑focused programs such as HSAs and HRAs.
Portfolio construction begins with a client questionnaire and ongoing advisor- or model-driven reviews, using both fundamental and technical analysis to build customized allocations across risk profiles and to provide automated rebalancing and reporting. Several offerings—most notably the HealthWealth Hub and Long‑Term Care Accounts—use actuarial-style algorithms to project life expectancy and out‑of‑pocket healthcare and long‑term care costs and translate those projections into funding and income options.
HVAM is a subsidiary of a technology company serving the healthcare and financial services sectors and offers white‑label sub‑advisory and programmatic solutions, a combination that is uncommon among similarly sized advisers. The firm manages roughly $104 million in discretionary assets, does not participate in wrap fee programs, provides low‑fee robo options for tax‑advantaged accounts, and discloses limited custody (fee debiting) and a policy of not voting client proxies.
Client services
Expertise
Fee options
0.10% to 2.50%
Fee-only: Negotiated fixed fees as specified in Investment Advisory Agreement, no standard fixed fee amounts provided.
Main office
See office219 N Main Street
Pittsburgh PA 15215
Advisors at this office
1
Offices (2)
Most active in
Massachusetts · Michigan · New York · Pennsylvania
Also doing business as
Bennington Asset Management, Inc. · Bennington Financial Group, Inc. · Healthview Asset Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Renato M
Danvers, MA
Healthview Asset Management, Inc.
Renato Mastrogiovanni is a financial advisor at Healthview Asset Management, Inc. with 11 years of industry experience. He previously worked at Healthview Services, Inc. for over a decade and serves as president of both Healthview Services, Inc. and Healthview Advisory Services, Inc. He is also the chief investment officer of Bennington Asset Management, Inc. and a board member of the Retirement Income Industry Association. Healthview Asset Management provides fee-based investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutions. The firm offers customized portfolio management using both fundamental and technical analysis, along with retirement- and healthcare-focused programs that utilize actuarial algorithms to project related costs and funding needs.
Douglas W
Series 63, Series 66
Pittsburgh, PA
Healthview Asset Management, Inc.
Douglas Woods is a financial advisor at Healthview Asset Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bennington Asset Management and Advisory Group Equity Services Ltd since 2007. In addition to his advisory work, Woods serves as the official scorekeeper for Duquesne University’s men's and women's basketball teams. Healthview Asset Management provides fee-based investment management services to individual and high-net-worth clients, trusts, estates, charitable organizations, and institutions. The firm offers customized portfolio construction using fundamental and technical analysis, automated rebalancing, and retirement- and healthcare-focused programs, including unique actuarial-style solutions for long-term care funding and income planning.
Renato M
Series 65
Danvers, MA
Healthview Asset Management, Inc.
Renato Mastrogiovanni is a financial advisor with Healthview Asset Management, Inc. He holds a Series 65 designation and has two years of industry experience. He has been involved with HealthView Services since 2012. Healthview Asset Management provides fee-based investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutions. The firm offers a range of services including discretionary portfolio management, automated portfolio options, and retirement- and healthcare-focused programs, utilizing actuarial-style algorithms in some offerings to project life expectancy and related expenses.
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