The Investment Advisor Announces its Association with the ACHT

The Investment Advisor is Proud to Announce its Association with the American College of Health Care Trustees


The Investment Advisor is proud to announce its association with the American College of Health Care Trustees (ACHT). The ACHT is an organization dedicated to setting the bar for Transparent and Ethical Health Care Governance.

The ACHT trains fellows, provides a curriculum of Health Care Education and facilitates discussion and events about important topics in Health Care such as Innovation, Technology and Fiduciary Governance.

The ACHT offers a suite of services designed for Physicians and the Medical Community.

The ACHT is led by David Levian M.D. Dr. David Levian received his BA from The Johns Hopkins University and his MD, Cum Laude, from The Georgetown University School of Medicine. Dr. Levien practiced clinical surgery for 33 years, 20 of which were as Chairman of Surgery and 12 as Program Director of a Surgical Residency. He has served as a Member of The Board of Directors of The College of Physicians of Philadelphia, The Philadelphia County Medical Society, and The Shore Acres Point Corporation. Dave is presently on The Board of Directors of Meals on Wheel and Senior Outreach Services of Walnut Creek and Chairman of their audit committee. He presently also serves on The Board of Directors of The Chamber of Commerce of Pleasant Hill. He has been President of The Baltimore Academy of Surgery and The Pennsylvania Society of Colon and Rectal Surgery. He has been Vice President of The Academy of Surgery of Philadelphia and Vice President of the national society, The American Society of Colon and Rectal Surgery.

The Investment Advisor, LLC is a registered investment advisory firm in the state of Pennsylvania. Louis Wolkenstein is the Managing Principal of The Investment Advisor. The Investment Advisor offers Investment Portfolio Management and Financial Planning for Physicians, the Larger Medical Community and will assist the ACHT in marketing its suite of services.

The Investment Advisor and the ACHT have formed this association to create a collaboration between the two organizations. Both organizations will engage in efforts to better serve Physicians and the Larger Medical Community in Pennsylvania.

To contact the American College of Health Care Trustees Click

For more information on how this collaboration may be able to benefit you, your family, your practice, your business, your non-profit organization please complete the information on the Request A Consultation page on the Website of The Investment Advisor so we may contact you at

or call

Louis Wolkenstein at 412-388-0500.
The investment Advisor
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