Values Scoring Criteria

Three values - Nine categories - 500 Points

Our research focuses on three American values; integrity, caring and courage. Each value has three categories for a total of nine categories. A company must score at least 400 out of a possible 500 points to be included in our stock portfolios.

INTEGRITY

Mission Vision Values

Mission Vision and Values are part of the Integrity value on our Values Scoring Systems of American Values Investments

This category represents 15% of the total points, one of the highest percentages. It is difficult to become a leader in your industry without a clear Mission, Vision and Values.

Fiscal Responsibility

Fiscal Responsibility is part of the Integrity value on our Values Scoring Systems of American Values Investments

This category represents 10% of the total points. How a company handles their fiscal responsibilities is a key indicator of their integrity. Promptly paying bills, avoidance of excessive borrowing, and diligently paying their taxes are but some of the important factors that make up this category.

Awards & Recognition

Awards and Recognition are part of the Integrity value on our Values Scoring Systems of American Values Investments

This category represents 6% of the total points. Having a good name, a good reputation is very important. A company with a good reputation has a greater positive impact on our culture.

CARING

This category represents 17% of the total points. The quality of the employee relations is important in determining a good organizational culture.

Employee Relations

Employee Relations are part of the Caring value on our Values Scoring Systems of American Values Investments

Customer Relations

Customer Relations are part of the Caring value on our Values Scoring Systems of American Values Investments

This category represents 14% of the total points. How does a company treats it’s customers? Do they see that your company is different based on the client relations?

Community Relations

Community Relations are part of the Caring value on our Values Scoring Systems of American Values Investments

This category represents 14% of the total points. Is the company involved in the community? Does it give back? Does it donate time, resources or money to different organizations?

COURAGE

This category represents 6% of the total points. The more dedicated you are to good values the better. Some companies are more intentional about teaching values which allows them to have a higher score in this category.

Values Commitment

Values Commitment is part of the Courage value on our Values Scoring Systems of American Values Investments

Servant Leadership

Servant Leadership is part of the Courage value on our Values Scoring Systems of American Values Investments

This category represents 12% of the total points. Servant leadership is providing guidance AND help to those who are being led. Great leaders not only that they show the way, but they provide service to those being led. A great example was Jesus who told the disciples what to do but also provided the help they need by giving them the Holy Spirit.

Ministry

Mission is part of the Courage value on our Values Scoring Systems of American Values Investments

This category represents 6% of the total points. Remarkably, many companies have a ministry component to their business. It may include donations to ministries, sending employees on mission trips, or providing chaplains to serve their employees.

Points are awarded based on how we judge a company applies Judeo-Christian/American values in each of the three values. A company must score at least 400 points, out of a possible 500, to be designated an American Values Company. We have a questionnaire of over 300 questions to help with the scoring process.

Scoring

Integrity

Integrity makes up 31% of the 500 points.

Caring

Caring makes up 45% of the 500 points.

Courage

Courage makes up 24% of the 500 points.