| |
Using combinations
of our designated American Hero Companies and specific
investment objectives as a base, our Research Department
and Investment Committee create a range of American
Hero Portfolios. The following is a listing of our five main portfolios which have fairly large investment minimums.
|
Portfolio name
|
Composition
|
Risk
|
Recommended
minimum account size |
American Hero
Equity |
Stocks |
High |
$50,000 |
American Hero
Equity Plus |
Stocks
Real Estate (REITs) |
Moderately high |
$50,000 |
American Hero
Balanced |
Stocks
Real Estate (REITs)
Bonds |
Moderate |
$50,000 |
American Hero Conservative |
Stocks
Cash
Real Estate (REITs)
Bonds
|
Conservative |
$100,000 |
| American Hero Defensive |
Stocks
Cash
Real Estate (REITs)
Bonds
|
Very conservative |
$100,000 |
| |
American Values Investments does
not physically hold any client securities or cash.
All assets that we manage are held in custodial accounts
in the client’s name at TD Waterhouse.
The AVI Investment Committee
The Investment Committee is accountable for the prudent management of each
American Hero Portfolio. The Committee is comprised of three of our team members
with considerable collective investment knowledge and experience. AVI's
Investment Committee normally meets once a month.
| The
Investment Committee is responsible for: |
| • |
Portfolio
Investment Merit |
• |
Reviewing
and Assessing Portfolio Objectives |
| • |
Portfolio
Diversification |
• |
Monitoring
Portfolio Performance |
| • |
Portfolio
Asset Allocation |
• |
Oversight
of All Investment Activity |
|
