Pittsburgh, PA Office

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.