Investing in America
to Make a Difference in the World

Stock Portfolios of Companies
That Reflect Timeless American Values

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Do you struggle with…

Making sure the companies you invest in align
with your values?

Finding investment opportunities that can
actually make a difference in America and the world?

Finding stocks of American companies that actively support Biblical
values and wondering how they will perform in the marketplace?

Wondering whether America can remain a beacon
of freedom and hope for the world?

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At American Values Investments,
we provide stock portfolios of companies that . . .

Reflect Timeless
American Values

Promoting Biblical
Values on Which America
Was Founded

Make a Difference in
Their Communities

Generously Serving Their
Employees, Customers, and
Communities

Focus on Purpose
along with Profit

Focusing on
More Than Mere
Profit Alone

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Investing in America – Impacting the World

Our goal is to provide any patriotic American the opportunity to invest in stocks of companies that best reflect the timeless values (Biblical) that have made America exceptional.

– Carter LeCraw, Founder & CEO

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American Hero Companies

Companies that strive to uphold timeless American values like integrity, caring, and courage are building a brighter America and helping pass freedom to the next generation. We work hard to find them.
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American Hero Companies

Companies that strive to uphold timeless American values like integrity, caring, and courage are building a brighter America. We work hard to find them.

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Investment Portfolios

Our two investment portfolios allow you to become a direct shareholder in and, therefore, support American Hero Companies.
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Our Promise

  1. Our AmHero stock portfolios will only contain companies headquartered in the U.S. and score in the top 80% on our proprietary values-driven scoring system.
  2. Each American Hero Company will be routinely reviewed to ensure it continues to meet our stringent criteria for inclusion.
  3. We will maintain a predominantly positive message by highlighting the exemplary actions, values and companies we find in the marketplace.
  4. We will be fully invested in the market. (Although we retain the right to move our portfolios out of the market, we intend to stay fully invested.)
  5. We will post our investment performance figures each quarter to our website.
  6. We will not be compensated by commissions or transaction fees and be transparent with our asset-based fees which will not be more than .6% per annum. (See our ADV Part 2 for complete disclosure on fees)
  7. We will stringently guard and maintain our primary objective of helping patriotic Americans invest in companies that, we believe, best reflect the Biblical values upon which America was founded and built.

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Invest to Make a Difference

It would be our pleasure to work with your present investment professional
or find one who can help you invest directly in a diversified mix of American Hero Companies.
Click Invest Now to learn more.

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American Values at Work Free eBook

American Values at Work eBookA 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.

Author: David Lee Smith, PhD, Resident Economist

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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.