Patriotic Investing
Investing that impacts America
Our Mission
To serve patriotic Americans who want to use their investments to make a positive impact on America by providing stock portfolios of companies that we believe embody American Values.
The artist, Eva Koleva Timothy, grew up under communism, moved to America and loves freedom. Her website
Our Story
In 1996 Carter LeCraw saw a need for a more positive approach to socially responsible investing. So, he started an investment firm to target stocks of companies that exemplified admirable values. In 2002, capital was raised and the name was changed to reflect a more patriotic theme and purpose. Since then the firm has grown to advise over 50 million in assets in over 1500 accounts.
We believe that applying Judeo-Christian values will help us go in the right direction, as individuals, companies and as a nation. This is why we support companies that seem to be more intentional about applying these values.
We maintain a list of the American public companies that we believe best reflect American values. Companies must score at least 400 out of a possible 500 points to be included. Scoring metrics include three values and nine categories.
These companies, together with their shareholders, are having a positive impact on America. It is our privilege to support them.
Companies selected for investment
embody these three American values
Integrity
Caring
Courage
Our Scoring System
Integrity
Mission-Vision-Values
Fiscal Responsibility
Awards & Recognition
Caring
Employee Relations
Customer Relations
Community Relations
Courage
Values Commitment
Servant Leadership
Ministry
We encourage you to find out more about our American Values and our Values Scoring System
Would you like to invest in one of our American Values Portfolios?
Find your local advisor that can help you find the best investment package for you.