Devenir is a leading independent investment advisor and consultant in the health savings account industry. As an early entrant into the HSA market and with our primary business focusing on investment solutions for the consumer driven healthcare market, Devenir has developed a passion and expertise surrounding the HSA industry. Our experience with HSAs since their adoption in 2004 has given Devenir a unique perspective and keen insight on the growth of health savings accounts and the needs of HSA custodians.
Devenir has partnered with some of the largest banks, administrators, and technology partners to provide a first class, convenient and cost effective HSA investment solution for their HSA customers.
Devenir Integrated Investment Platform
Integrating an investment solution into your HSA gives your business a competitive and financial advantage over HSA solutions that do not offer investments. Devenir’s comprehensive investment solution helps you to gather and retain more HSA assets. Our solution includes:
- Investment custodial services
- A wide array of mutual fund choices through our open architecture platform
- Independent investment consulting
- Prospectus and proxy services
- Self-directed online brokerage options
- Recordkeeping software that includes
- Online web tools, including account history, balance information, contribution election, and exchanges
- Electronic or paper statements
- On-line investment planning and research tools
- Single sign on or web services capabilities
- Sales and marketing support
- Customer service education and training