At American Values Investments, we are committed to “monitoring our results” as we state in Principle 8 of our document entitled “Ten Principles of Values-Driven Investing”. Consequently, we keep careful records on our investment performance.

To request a copy of our investment performance figures, click here.

It is important to note the following disclaimer concerning investment performance:

As a team of experienced investment professionals, we at American Values Investments, Inc. are very concerned about the financial return on the investment portfolios we manage; therefore, we will be diligent in the pursuit of good investment performance. However, we are more concerned that the investments we select for us and our clients reflect the faith-based principles on which America was founded. Consequently, we would be willing to accept less return, particularly in the short term, if necessary, in order to align investor assets with American values. It is also important to note that past performance is no assurance of future results.