America is our Mission

America is, literally, the dream of freedom come true. But, freedom is always at risk.

Therefore, our mission is to help investors help America fulfill her destiny as a beacon freedom for us and the world, indeed a “city on a hill,” by providing opportunities to invest in companies that best reflect America’s founding values.

Investment performance is an important consideration when using a strategy like ours which is designed to be “culturally impactful”. For our latest returns and our perspective on this important subject click here.

Two serious threats to America include threats to our values and our freedoms. Even so, hope abounds since there are plenty of excellent examples of corporations striving to operate on honorable values. Investors can support these companies we call American Hero Companies. We believe this to be in the best interest of all Americans, including investors.

For we must consider that we shall be as a city upon a hill. The eyes of all people are upon us.

~John Winthrop

From whence shall we expect the approach of danger? As a nation of free men we will live forever or die by suicide.

~Abraham Lincoln

Two Threats to America

Two Threats to America

Of the many, there are two particularly serious threats to America. Both are from within. Refusal to acknowledge them would be naïve, untruthful and irresponsible. As the leader of the world, we should not be surprised.

  1. Values – The Eternal values upon which America was founded are in danger of being redefined or ignored.
  2. Freedom – As the result of the threat to our values, Freedom, as understood by our Founders, is being threatened.

Investors can help defend against both of these threats.

More About Threats

Hope Abounds for America

Hope abounds for America. And, the best part for investors? We can be a part of that hope. Regardless of what you may have heard, there are numerous examples of American values at work in America’s public companies. Investors can partner with them, by owning their stock, to help build a better and brighter America.

Our 15 years of research has unearthed many examples of good values in American corporations. Values like integrity, caring and courage. These companies are having a positive impact on our country. They are creating life-enhancing products and services, raising our quality of life, creating new jobs, building real wealth, improving their communities, and ultimately helping America shine as beacon of freedom for us and the world.

My mother told me if I work hard and really believed in American principles and I believed in God, anything is possible.

~Ben Carson

Who should invest? A message from our founder

Our strategy is designed for patriotic American investors, big or small, who understand the value of freedom and the importance of the Timeless values that helped create freedom and are needed to preserve it. Although we think out strategy has good potential for financial gain, our primary goal is not to create wealth for investors, but to defend and advance the values and freedoms we cherish. Our strategy may not be suitable for every America, but I believe it is in the best interest for every American.

Are you considering investing with us? If so, I would encourage you to take our 3 question survey. Our answers may help you decide.

America – 3 Question Survey

God bless America, land that I love,

Carter LeCraw, CFP®
CEO and Founder

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.