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 |
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 Ameritrade.
|
