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HealthView Asset Management

EST. AUM
$104,401,000

CONTACTS
2

CLIENT ACCOUNTS
182

Firm Details

Metro area Pittsburgh
CRD Number 141884
Website healthviewria.com
Client types

Overview

HealthView Asset Management (HVAM) provides financial services firms with retirement healthcare and long-term care planning solutions. The firm uses an actuarial-based approach to estimate future healthcare and long-term care costs, drawing from a database of healthcare cases updated annually. Based on these estimates, HVAM offers portfolio management strategies for asset accumulation and distribution, including decumulation strategies that consider healthcare expenses. Investment solutions include traditional and automated management options, with portfolios incorporating capital markets and insurance products.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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