Our Promises to our Investors

We will only use American Hero Companies for our portfolios.

Companies must be headquartered in the U.S. and score in the top 80% on our proprietary values-driven scoring system. It is estimated that less than 5% of U.S. public companies will meet this stringent criteria.

Each company will be routinely reviewed to ensure it continues to meet our stringent criteria for inclusion.

We will maintain a predominantly positive message.

Our normal policy is to encourage what is exemplary in corporate America rather than criticize what we find objectionable.

We will be fully invested in the market.

We believe in the overall benefits of longer term investing. Although we retain the right to move our portfolios out of the market we intend to stay fully invested.

We will post our investment performance figures each quarter to our website.

We will keep our primary objective of helping investors build a brighter America before our efforts to attain investment performance.

This is the best interest of all Americans, including investors.

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.