We serve Values-Driven Investors by providing the following:

Personal Service: Our clients have a one-on-one, continual relationship with a financial advisor.

Risk Tolerance Assessment: New clients work with a financial advisor to determine their risk tolerance to be able to select the portfolio options that are right for them.

A 500-Point Research Process: We use our unique 500-point, positive-driven research process to select the American Hero Companies that make up our portfolio offerings.

An Investment Committee: Our Investment Committee is involved in the selection process to determine which American Hero Companies to include in our portfolios. This committee also continually monitors the financial performance of each portfolio.

Online Access To Accounts & Forms: Using web-based technology, our clients have daily access to their accounts, including account opening forms, account administration tools, numerous reports and portfolio activity.

Ongoing Client Communication: Communication to our clients is of the utmost priority. From initial meetings to learn more about you and your investment needs to quarterly newsletters, we keep the lines of communication open.