America is our Mission

Our mission is to help investors help America fulfill her destiny as a beacon of freedom to the world, indeed a “city on a hill,” by providing opportunities to invest in companies that best reflect our fundamental and timeless American values.

Freedom has long been a cornerstone of America. But, as Benjamin Franklin said, “only a virtuous people are capable of freedom”. As private citizens, acting responsibly means less government intervention and more freedom. As early as 1630, John Winthrop spelled out, to his band of early Americans, hungry for freedom, the critical importance of choosing to act responsibly and with good will toward others. His called this “magical” idea a “City on a Hill”.

By intentionally choosing to invest in companies that best reflect America’s foundational, Judeo/Christian values we believe you will be advancing freedom and therefore helping build a better, stronger and brighter America. 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

We are one nation under God and God intended us to be free

~Ronald Reagan

America Depends on Freedom

America is dependent on the dream of freedom embedded in the hearts of the earliest Americans.

We are, indeed, blessed to still live in an abundance of freedom. Of course there must be some laws to discourage wrongdoing, but most Americans prefer to live where there are less restrictions and more freedom.

But freedom is fragile and it is incumbent upon every American to guard, defend and advance this precious gift because, as Ronald Reagan also said, “Freedom is only one generation away from extinction”.

Freedom Depends on our Values

Freedom depends on values

If Ben Franklin was correct by saying, “Only a virtuous people are capable of freedom,” then promoting and living the right values are critical to freedom. The more we are self-governed, and do the right thing on our own, the fewer laws will be needed to keep us in line. If pressed most of us would say our values are more important than our fnancial condition. Calvin Coolidge said it well, “The danger to America is not in the direction of the failure to maintain its economic position, but in the direction of the failure to maintain its ideals.”

Let me add, that only a virtuous people are capable of freedom. As nations become corrupt and vicious, they have more need of masters.

~Benjamin Franklin

The Challenge: To Prioritize our Values

Courage is being scared to death, but saddling up anyway.

~John Wayne

Do we have the courage to trust our future to our values by prioritizing them before financial gain?

Do we really believe that values like diligence, humility, honesty, caring, service, and courage will prevail in the marketplace or do companies have to laser focus on profits? The challenge is real. There are risks. There are no guarantees. Honesty, compassion, and courage are all values that can be taken advantage of in our own lives and in business. In the end, do we really believe good is going to win over evil? Do we believe companies that strive for these values will succeed?

The courage to meet this challenge must ultimately come from outside ourselves as suggested by our national motto. The good news is that courage to advance freedom has never been lacking in America.

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Who Should Invest?

A message from our founder and CEO

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

Fifty-six men signed the Declaration of Independence and were willing to risk their lives, their fortunes and their sacred honor to create as, Ronald Reagan described it, a “shining city on a hill”. We believe there are multitudes of Americans who would do the same thing today. If this describes you, no matter how large or small an investor you may be, it would be our distinct privilege to serve you.

Carter LeCraw, CFP®

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.