Investing to advance the joys of freedom

Stock portfolios,  for any American, of companies that embody
the timeless values that make freedom possible

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Freedom is one of the deepest and noblest aspirations of the human spirit.
—Ronald Reagan

Our Mission

Our mission is to help any American investor, large or small, invest in a diversified portfolio of stocks of companies that best reflect timeless American values, like integrity, caring and courage, that make a free and prosperous America possible.

Two serious threats to America include threats to our values and our freedoms. Even so, hope abounds since there are plenty of excellent examples of corporations striving to operate on honorable values. The more we promote these values the greater freedoms we can be allowed. Americans can now use their investments to support these companies that we call American Hero Companies

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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. Remember to see our statements on risks associated with the stock market.

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Investment Performance

Although it is not our main objective, investment performance is important to us, and we are fortunate to have a competitive long-term track record.

We believe that good corporate values often lead to good, long-term financial results. But, ultimately, we strive to put principles before profits.

Put people and principles before profits

~Truett Cathy 
See our investment performance figures

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

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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.