We’re the “Investor’s HSA”
- Our first-dollar investing allows you to invest right away … no need to reach a minimum balance or threshold.
- We offer a streamlined list of 43 low-cost Vanguard® and Dimensional funds that covers all core asset classes.
- Our average account balance is 5x higher than the industry average. Our account holders understand the value of HSAs as part of a comprehensive retirement strategy.
- We don’t have investment transaction fees. This allows you to shift from spending, to saving, to investing, as your medical needs change over time.
We’ve been around since Day 1
- We’ve been in the healthcare savings and investment world since medical savings accounts (MSAs) were first introduced in 1997.
- After the legislation enacting HSAs passed in January 2004, we shifted our focus to HSAs – emphasizing, even then, the vital role that HSAs play as part of a comprehensive retirement strategy.
- Today, we work exclusively with HSAs and thrive in the top 1% of HSA companies nationwide.