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 portfolio management to individuals (including high-net-worth clients) and to institutions such as banks, trusts, estates, charitable organizations, thrift institutions, and corporations. Services include discretionary wealth management, a client-directed option, an automated robo portfolio, and administration of Health Savings Account and Health Reimbursement Arrangement plans.
The firm blends fundamental and technical analysis with client questionnaires and model portfolios to create strategies that range from aggressive growth to capital preservation, exercising discretionary trading authority for most accounts and occasionally employing hedging. For several of its programs HVAM augments investment modeling with actuarial and software-driven projections—estimating life expectancy and out-of-pocket retirement healthcare and long-term care costs—to tailor funding and income-generation options.
HVAM is a subsidiary of a technology firm that develops healthcare and retirement planning software, and it offers white-label/sub-advisory solutions that integrate those tools into client strategies, a specialization that is uncommon among similarly sized supported advisers. Its combination of healthcare-cost modeling, an HSA/HRA program, a no-minimum automated portfolio option, and management personnel who have active roles with the parent company distinguish its practice from most peers.
Client services
Expertise
Fee options
Fixed fees negotiated between HVAM and client; specific amounts not stated
$0+: 0.10% to 2.50% N/A - N/A: Sub-Adviser's fee ranges from 0.25% to 0.50%, combined fees not to exceed 3%
Main office
See office219 N Main Street
Pittsburgh PA 15215
Advisors at this office
2
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 10 years of industry experience. He is president of HealthView Services, Inc., a firm specializing in healthcare cost projections for the financial services industry. He also serves on the board of the Retirement Income Industry Association. Healthview Asset Management provides fee-based discretionary portfolio management and retirement planning services to individuals and institutional clients. The firm integrates actuarial algorithms to project healthcare costs in retirement and offers customized portfolios with both fundamental and technical analysis, emphasizing healthcare-centered planning.
Douglas W
Series 63, Series 66
Pittsburgh, PA
Healthview Asset Management, Inc.
Douglas Woods is a financial advisor with Healthview Asset Management, Inc. He holds Series 63 and Series 66 designations and has 28 years of industry experience. He has worked at Bennington Asset Management and Advisory Group Equity Services Ltd since 2007. Outside of his advisory work, he serves as the official scorekeeper for men's and women's basketball games at Duquesne University. Healthview Asset Management provides fee-based discretionary portfolio management and retirement planning services to both individual and institutional clients. The firm integrates actuarial algorithms into healthcare-centered planning and offers customized investment solutions, including Health Savings Account and Health Reimbursement Arrangement programs.
Renato M
Series 65
Danvers, MA
Healthview Asset Management, Inc.
Renato Mastrogiovanni is a financial advisor at HealthView Asset Management, Inc. with one year of industry experience. He holds a Series 65 designation and has been associated with HealthView Services since 2012. HealthView Asset Management provides fee-based discretionary portfolio management and retirement planning services to individual and institutional clients. The firm focuses on healthcare-centered planning, integrating actuarial algorithms to project retirement healthcare costs, and offers customized portfolios that combine fundamental and technical analysis.
George B
Series 63, Series 65
Pittsburgh, PA
Healthview Asset Management, Inc.
George Bernard Jr. is a financial advisor at Healthview Asset Management, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 designations with 48 years of industry experience. He has worked at Healthview since 2003 and previously spent 11 years with Advisory Group Equity Services. Outside of his advisory role, Bernard serves as managing director of Bennington Asset Management LLC, a marketing company, and is an outside board member for WorldCare North America. Healthview Asset Management provides fee-based discretionary portfolio management and retirement planning services to individuals and institutional clients. The firm specializes in healthcare-centered financial planning, integrating actuarial algorithms to address retirement healthcare costs and offering customized investment portfolios and health savings account programs.
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