Frequently Asked Questions

  1. How can I, as an individual, invest in your American Hero Portfolios?
    If you will contact us we can connect you with a financial professional who can help you invest in American Hero Portfolios.
  1. If I am an an investment professional, can I gain access to American Hero portfolios for my clients?
    Yes. That is, if your RIA will allow it. We do not serve the general public directly. If you will contact us we will attempt to get approved by your RIA so that you can provide the American Hero portfolios to your clients.
  1. What are your fees to the investor? We charge similarly to a mutual fund. Our fees range from 3/10’s of one percent per year to 6/10ths of one percent per year depending upon the size of the account and the particual financial professional who uses our portfolios. The participating financial advisor normally adds additional fees to cover his services. We have no entry or exit fees.
  1. Why is your primary goal to build a brighter America and not to create a good return for your investors?

Because America, her Timeless values and Freedom, which is a direct result of our values, are more important than the wealth that has been accumulated as the result of our values. If we support the right values it will bode well for freedom and probably our finances, as well. But, if a choice has to be made; Freedom should be our choice since Freedom is more valuable than money.

  1. Do you care about investment performance?
    Yes, we are concerned and carefully monitor it on a quarterly basis. We are fortunate to have a 15-year competitive year track record for the American Hero Equity portfolio and a 9 year track record for the American Hero Index portfolio. We believe that companies that are intentional about their values compete well in the marketplace. Of course, past performance in no assurance future results.

Important Disclaimer and Risks

The people or companies we have featured in our articles may or may not endorse our company. They may or may not agree with our goals or investment strategy. The views presented in this publication may not always reflect the current opinion of American Values Investments on the values or the prospects for investment performance of any company mentioned. Each of our stock holdings performs differently and it should not be concluded that all of our stock selections have performed as well as the ones mentioned. The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume than an investment in the securities identified was or will be profitable. For a complete list of recommendations made by American Values Investments, please contact us. Our goal is first to support companies that best reflect authentic American values and only then seek market competitive returns. We reserve the right to buy or sell any stock from our current portfolios or add or subtract companies from our American Hero Universe. Investing in stocks involves risk including the loss of principle. American Values Investments research criteria limit the number of stocks available for investment. Stocks eliminated may have potential for higher returns. Companies acting on higher ethical standards may sacrifice short-term profits, which could be reflected in lower stock price. Investors should carefully consider their investment objectives, risk tolerance, and the expenses of investing in our portfolios. Due to changes in the products or services of the companies in which the strategies invest, the strategies may temporarily hold securities that are inconsistent with its investment criteria. Past performance is no assurance of future results.

More complete disclosure/risk information can be found in our firm disclosure brochure.