Overview

The advisor portal is a protected area where financial advisors can find marketing tools and information to help with promoting American Hero portfolios. As a financial advisor you are welcome to use the following resources. Contact us directly if we can serve you or your clients in any way.

Be a trusted advisor whose values are reflected in their work, and whose work makes a meaningful difference to better America.

  • Increase your value as a trusted advisor by helping your clients live out their values and make a difference in our nation.
  • Differentiate yourself by empowering investors to live out their personal values and mission
  • Develop more engaged and committed clients who receive emotional, as well as financial, benefits from their investments
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Why Offer AVI Portfolios

Increase Opportunities with Existing Clients

  • There is a growing number of investors who desire investment opportunities that coincide with their values
  • Socially Responsible Investing (SRI) is rapidly growing as investors want to invest in ways that make a tangible difference

Increase Client Retention

“When you have stronger ties to an investment because it’s also expressing your values, you’re more likely to stick with it for the longer term,” Jon Hale, Director, Morningstar SRI Funds Research.

  • Values investors receive expressive and emotional benefits beyond financial*
  • Values investors can be better investors–more engaged, patient, and focused on the long term.*

*Meir Statman, Finance for Normal People: How Investors and Markets Behave

Learn about the advisor market opportunities in the area of values investing Values Investing Market Opportunities

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Marketing Resources

American Hero portfolios are comprised of companies that courageously advance timeless American values with unwavering integrity. They demonstrate an uncommon commitment to sacrificially serving their employees, customers, and communities.

Please feel free to share these resources with potential investors where appropriate to help promote American Hero portfolios. Contact us directly if we can serve you or your clients in any way. We are here to help.

Corporate Overview
Investment Advisor Overview