Communication to our clients goes far beyond just a quarterly statement. As a new client, we will schedule an initial meeting revealing your personal investment style, risk tolerance and financial needs. Then, we will walk you through the new account process ensuring all steps are complete and accurate.

Once your account is invested, here are the types of communications you can expect from American Value Investments:

• Monthly Account Statements will be issued by the custodian showing investment holdings and your account activity.

• Quarterly Account Statements will be provided detailing your current holdings and performance.

• Quarterly American Hero Newsletters will be distributed keeping you up-to-date on our newest American Hero Companies and the ever-changing financial world.

• Year End Statements will be distributed in January which include a gain and loss report for tax preparation purposes.

• An Annual Review will be available to reassess your personal financial situation and changing needs.

• Periodic Communications will be sent if we discover a new American Hero Company to incorporate into your portfolio.

In addition to these communications, keep in mind you can access your account information anytime using our online system–BridgePortfolio. We also welcome your calls and emails at any time with any questions you may have.

To download a recent American Hero Newsletter click here