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American Values

Find an Advisor

American Values

Find an Advisor

American Values

Find an Advisor

Research

Like digging for gold, finding companies that, we believe, best reflect American values is challenging but rewarding.

Values Scoring Criteria

Risks / Disclosures
Investments in the stock market involve risk including the possible loss of principal. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. Past performance does not guarantee future results. Our primary goal of impacting American culture plus our ethical values screening criteria could cause the American Values Portfolios to under-perform similar funds or portfolios that do not have our primary goal and/or screening criteria. Investors should consider their investment objectives, risks, and expenses carefully before investing. This and other important information can be found in our company brochure, ADV Part 2, or by calling (423) 722-1776.

Risks/Disclosures -ADV part 2

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