American Values Investments, Inc.

American Values Investments, Inc. provides model equity portfolios and values-based stock research to registered investment advisory firms and investment professionals acting as sub-advisors. The firm does not offer direct portfolio management to individual investors and reported $0 in discretionary and non‑discretionary AUM while advising approximately $54 million as of December 31, 2025.

The firm’s investment approach centers on a proprietary values‑scoring system that requires companies to score at least 400 out of 500, producing a restricted universe of roughly 100–200 “American Values” companies (fewer than 5% of public stocks). It offers three distinct models — an equal‑weight passive index (100–200 stocks), an actively managed 20–30 stock multi‑cap equity model, and a 30‑stock top‑scoring model — with annual rebalancing and an explicit priorty on values alignment over maximizing investment performance.

Several operational features distinguish the firm from many peers: it sells a paid research subscription (fees beginning at $200 per month and sometimes exceeding $1,000) and makes its model lists and research available to professionals rather than retail clients. The brochure also documents published benchmark and performance information (including hypothetical/performance results), and the firm operates with a very small client base and single‑advisor structure while relying on sub‑advisory relationships rather than direct retail portfolio management.