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Investing for a free and prosperous America

We will help any patriotic American invest in companies that best embody timeless American values.

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Investing for a Brighter America

You can invest in companies that best reflect timeless American values. You will be helping pass freedom to the next generation.

Because America matters.

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Free Ebook
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American Values at Work eBook

Free Ebook: American Values at Work

A war is raging for America’s timeless values. Inside this volume, eighteen inspiring stories are drawn from American industry. These businesses are on the front line of the battle for the heart of America. Be encouraged. They are winning and are working to pass freedom to the next generation.

    American Hero Portfolios

    1. Large or Small Investors Can Invest – AmHero Portfolios allow large or small investors to invest directly in a diversified group of stocks of American Hero Companies; publicly-traded companies that best reflect America’s founding values. Sample company report.
    2. Available through Financial Advisors – AmHero portfolios are available through various investment professionals in America. We prefer to work with your current financial advisor but can help you find one if needed.
    3. Similar to No-load mutual funds – AmHero portfolios are structured similar to no-load mutual funds with no up-front costs and a small annual fe. Ours is less than 1%. Financial advisors normally add additional fees.
    4. Risks/Disclosures – Investments in the stock market involve risk. Important disclosure/risk information is contained in our ADV part 2.
    Learn More about our American Hero Portfolios

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    If you would like to invest or learn more you may use this contact form. Your information will be kept confidential.

      Stay updated on the impact of freedom

      We publish two newsletters:

      American Values at Work highlights how American Hero Companies and other businesses are promoting our timeless American values.

      American Values Economic Outlook is an analysis of current economic trends published by by our two economists, David Smith, PhD and George Parks, CFP.

      About Us

      An experienced team of professionals

      A 15 year competitive track record

      800 accounts in 30 states using our portfolios

      Since 2002, American Values Investments has been focused on a proactively positive and patriotic investment strategy

      Yes I want to advance freedom

      Start Investing for Freedom

      Take the first step towards using your investments to build a brighter America


      Share how you want your values and convictions reflected in your investments.


      Learn how to make a difference in our nation by investing in your values


      Partner with an individually selected advisor to invest in companies that are building a brighter America

      Let’s Talk: How Can I Advance Freedom?
      Let’s Talk: How Can I Advance Freedom?

      Take the first step

      Your investments can do more than just generate a return. We can help invest your money into companies that we believe best reflect our foundational American Values. Follow the link below to learn more about how American Values Investments’ unique approach to investing does more than generate a return.

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      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.