Although not our primary objective, investment performance is important to us. We are fortunate to have a competitive long-term track record. We believe honorable corporate values often lead to good, long-term financial results. But, because our values and freedoms are at stake, we strive to put principles before profits. Maintaining these priorities is in the best interest of all Americans.

1. Our primary goal is not investment performance but helping investors advance freedom. We, therefore limit ourselves to investing only in American Hero Company stocks which make up a very small segment of the market. There are many other stocks which have better prospective investment merit but are not considered for our portfolios. 
2. Figures are shown as percentages (%).
3. An allowance of .6% per annum (60 basis points) for fees and/or expenses has been deducted from both models which reflects an estimate of fees charged by American Values Investments. Most financial advisors will charge additional fees. No fees were deducted from the benchmark return figures.
4. The primary benchmark is the Wilshire 5000 Index Equal Weight which contains over 6,500 stocks that trade in the U.S. including issues on the New York Stock Exchange (NYSE), NASDAQ Stock Market, and the American Stock Exchange (AMEX). It is often referred to as the ‘Total Market Index’ because it covers a wide variety of publicly traded companies. Performance assumes all dividends are reinvested; you cannot invest directly in the index. We use an “equal weighted” index as a benchmark because once each year we adjust all of our holdings so that each individual stock position represents an equal dollar amount (or close to an equal dollar amount) of the portfolio.
5. We believe the Wilshire 5000 Equal Weight index is a reasonable benchmark on which to evaluate the financial effectiveness of our individual equity selections.
6. The above figures are not audited but were computed by a third party, Bridge Portfolio. They reflect the performance of our models which is not necessarily the composite performance of all accounts invested in these models.
7. The one, three, five and ten year figures are annual percentage returns
8. The American Hero Equity Model is a concentrated (20-30 stocks) selected exclusively from the American Hero Universe, equal weighted representing at least 7 of 10 sectors as defined by Standard & Poor’s. The stocks can range from small to large and from value to growth as defined by Morningstar. Any sector represented is at least 50% of the S&P 500 weighting and no more than 200%. No stock represents more than 5% of the model at initial purchase. The model is rebalanced annually. The stocks are selected based on a proprietary investment merit analysis based on 10 -15 fundamental matrices.
9. The American Hero Index Model consists of the total American Hero Company Universe of 90-125 public companies. To be included in the American Hero Universe a company must score a minimum 400 out of 500 on a proprietary analysis of the company’s corporate culture. The analysis focuses on the three key values of Integrity, Caring and Courage.
10. As of yet, there is not a 10 year history for the American Hero Index Portfolio. But, the simple accumulative performance from the inception date of 12/31/2009 is 180.4%. Corresponding benchmark return was Wilshire 5000 Equal Weight 156.0%.
11. There is not a 10-year history for the American Hero Index Portfolio. But, the simple accumulative performance from the inception date of 12/31/2009 is 183.8%. Corresponding benchmark return for the Wilshire 5000 Equal Weight was 227.1%.
12. Past performance is no assurance of future results. Investing in equity markets involves risk; you could lose a significant portion or all of your original investment. All recommendations are based on our experience and may or may not have been profitable in the past, now or in the future. These performance figures may not reflect the impact that material economic and market factors might have had on our decision making if we had actually managed clients’ account.

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