American Values Investments TeamOur Story

American Values Investments, Inc. was founded in 1996, by Carter LeCraw (under the name LeCraw Investment Management) with a desire to help individuals and families apply Biblical principles to their finances. As a result, Carter was faced with the decision of how to invest client funds in a way that was in keeping with those principles. He noticed that the predominant theme with the socially responsible and even faith-based investing strategies was an “avoidance strategy”. In other words, the focus was more on the industries and companies in which NOT to invest. He felt a more positive and inspirational approach was needed. Therefore, with the help of Glen Yelton, an army intelligence veteran, extensive research was begun in an attempt to uncover those public companies in America that BEST reflected Judeo Christian/Biblical values. We called the ones we found “American Hero Companies”.

This positive/pro-active approach attracted a number of highly qualified professionals in the areas of research, sales, operations, and investments. It also attracted investment capital from some influential corporate executives, which allowed the company to expand.

In 2002, the name was changed to American Values Investments in order to incorporate a patriotic focus. Carter believes that America, including the values she represents and the freedoms we enjoy, are critical for us and the world. Today, through our American Hero Portfolios, patriotic Americans can make a positive impact on our country by investing directly in stocks of companies, that we believe, best reflect Timeless American (Biblical) values.

Our team is grateful for the many years we have been supported by our clients, investors, employees and shareholders. We look forward to a bright future for our company, our stakeholders and, most importantly, our country. God Bless America.

Our Team

Carter LeCraw, CFP
President / CEO


Mr. LeCraw graduated from Georgia Tech in 1975 and served as a Supply Corps officer in the Navy for four years. He began his career in the financial planning and investment business in 1981 and received the Certified Financial Planner (CFP) designation in 1987.

George Parks, CFP
Chief Investment Officer


Mr. Parks graduated from Davidson College with a degree in Economics in 1980. He joined American Values Investments in 2001 and earned the Certified Financial Planner designation in 2004. George also spent 20 years working as an executive for Belk, Inc.

Diana Hodge
Operations Manager /
Compliance Coordinator


Ms. Hodge graduated from Milligan College with a degree in Organizational Management. She joined American Values Investments in 2000. Diana also worked as the Executive Director of Assistance Resource Ministries, in Elizabethton, TN.

Kent Johnson
Director of Research


Mr. Johnson received a B.S in Business Administration Magna Cum Laude and an M.B.A. from California State University. He joined American Values Investments in 2014. Previously, Kent spent 31 years in the aerospace industry with Hughes Aircraft/Raytheon, Boeing and Jet Propulsion Laboratory (JPL). He was the manager of acquisition planning and compliance. He was awarded the NASA Exceptional Achievement Medal.

Mission

Our goal is to provide any patriotic American the opportunity to invest in stocks of companies that best reflect the timeless values (Biblical) that have made America exceptional.

Vision

By investing in American Hero Companies, you will be:

  1. Defending and advancing the Biblical values, like integrity, caring and courage, that have made America exceptional.
    • I am an undiluted admirer of American values and the American dream and I believe they will continue to inspire not just the people of the United States but millions across the face of the globe. -Margaret Thatcher
  2. Helping America by supporting the companies that are having a significantly positive impact on America.
    • Little progress can be made by merely attempting to repress what is evil; our great hope lies in developing what is good. -Calvin Coolidge
  3. Providing yourself and your family the potential to benefit financially from the expected (but not guaranteed) long-term growth of American Hero Companies.
    • The citizen is a better businessman if he is a Christian gentleman, and, surely, business is not the less prosperous and successful if conducted on Christian principles. -Grover Cleveland
  4. Helping pass freedom to the next generation.
    • “Only a virtuous people are capable of freedom”. Benjamin Franklin

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.