American Values Investments, Inc.

American Values Investments provides model equity portfolios and a paid equity research subscription to registered investment advisory firms and investment professionals through sub-advisory agreements; it does not offer portfolio management directly to individuals or families. The firm makes three model portfolios available — an equal-weight index of designated “American Values Companies,” an actively managed multi-cap equity model, and a top-30 values-scoring portfolio — and supplies updated lists and company research to subscribers.

The firm’s investment process is values-driven, using a proprietary scoring system that rates companies across culture and governance criteria and requires a minimum score for inclusion; portfolios are generally long-term, near-equal weight holdings with annual rebalancing and use the S&P 1500 Equal Weight Total Return index as the stated benchmark. American Values explicitly describes its primary objective as promoting its stated values and notes that this mission takes precedence over maximizing investment performance, which can influence selection decisions.

Compared with peers, the firm emphasizes subscription revenue for its research (fees beginning at $200 per month and rising depending on the arrangement) rather than relying solely on percentage‑of‑AUM advisory charges, and it reports $0 in assets under management while advising roughly $54.7 million in client assets under advisement. The firm also discloses that it publishes performance and hypothetical results for its model portfolios and leaves custody and client relationships to the subscribing RIAs rather than serving retail clients or holding custody itself.