Using combinations of our designated American Hero Companies and specific investment objectives as a base, our Research Department and Investment Committee create a range of American Hero Portfolios.

Scroll over an American Hero Portfolio below to learn more.

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.


The AVI Investment Committee

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.