Investment Advisory Services

for the HSA market

HealthEquity Advisors, LLC provides fiduciary fund selection services exclusively for HealthEquity, Inc. All mutual fund options must meet rigorous selection and retention requirements. A diverse lineup of investment options, including both active and passive funds in 11 asset categories, are selected allowing members to choose the strategy that best fits their needs. The investment spectrum provides an option for every member, regardless of age, HSA balance, or investment experience.

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Services offered

Fiduciary Services

HealthEquity Advisors, LLC provides fiduciary fund selection services exclusively for HealthEquity, Inc. All mutual fund options must meet rigorous selection and retention requirements. A diverse lineup of investment options, including both active and passive funds in 11 asset categories, are selected allowing members to choose the strategy that best fits their needs. Fund options include:

  • Best-in-class
  • Investor Choice (fees may apply)

The investment spectrum provides an option for every member, regardless of age, HSA balance, or investment experience.

Investment Guide

Research & Reporting

HealthEquity Advisors, LLC provides mutual fund research and reporting to both HSA administrators and HSA account-holders. Each quarter we create investment reports for each of our recommended platforms that include:

  • Platform changes and "watch list"
  • Proprietary fund grades
  • Market commentary
  • Performance and expense ratio analytics
  • Fund management review

Web-based Advisory Tools

HealthEquity Advisors, LLC offers individualized, web-based investment advisory services to HSA account-holders for a fee. Advisor is a web-based automated investment advisory tool. With Advisor you receive web-based professional guidance and access to convenient online tools. When you sign up for Advisor, you complete a simple risk profile that identifies your risk preferences. Based on your risk profile, Advisor provides guidance and management on:

  • How much to invest within each asset class
  • How to optimally diversify amongst the available mutual funds

Contact Information

HealthEquity Advisors, LLC
801.508.3248

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Important Disclosures: Investments are subject to risk, including the possible loss of the principal invested and are not FDIC or NCUA insured, or guaranteed by HealthEquity, Inc. HSA holders may select Vanguard funds for investment through the HealthEquity investment platform but HealthEquity, Inc. does not provide investment advice. HealthEquity Advisors, LLC, a wholly owned subsidiary of HealthEquity, Inc. and an SEC-registered investment adviser, provides web-based investment advice to HSA holders that subscribe for its services (minimum thresholds and additional fees apply). Registration does not imply endorsement by any state or agency and does not imply a level of skill, education, or training. Investing may not be suitable for everyone. You should carefully consider the investment objectives, risks, charges and expenses of any mutual fund before investing. A prospectus and, if available, a summary prospectus containing this and other important information can be obtained by visiting the Vanguard website at vanguard.com. Please read the prospectus carefully before investing.