A complete list of active advisors currently associated with American Values Investments, Inc.

Warmer can help you find a great advisor at American Values Investments, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at American Values Investments, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.