American Values Investments
- Company typePrivate
- Founded1996
- HeadquartersTennessee, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
American Values Investments firmographics
Firmographics- Name
- American Values Investments
- Legal name
- American Values Investments, Inc.
- Website
- https://americanvalues.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
American Values Investments industry classification
Industry- Product category
- Values-based Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Large-Cap Equity (Active) (FSAAAIAA)
Keywords
Where American Values Investments is headquartered
LocationHeadquarters
- HQ city
- Tennessee
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
American Values Investments business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Investment Advisory Services: American Values Investments generates revenue as a registered investment advisory firm by managing stock portfolios for clients. The company earns fees for its advisory services, typically asset-based (AUM fees), through its network of financial advisors who offer AVI portfolios to end investors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Advisor-specific minimum investment requirements |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
American Values Investments product offering
Product offeringCore offering
American Values Investments manages and distributes three stock portfolios (American Values Equity, American Values Thirty, and American Values Index) composed of companies that score at least 400 of 500 possible points on its proprietary values-based screening system. The firm's offerings are made available exclusively to individual investors through a nationwide network of independent financial advisors.
Product overview
American Values Investments offers three distinct stock portfolio products built on a proprietary values-based research methodology. The American Values Equity Portfolio (20-30 stocks) and American Values Thirty Portfolio (30 stocks) provide concentrated exposure to companies with the strongest investment merit and values scores respectively, while the American Values Index Portfolio (100-200 stocks) offers broader diversification across all qualifying American Values Companies. All three portfolios are powered by the Company's Research Platform, which evaluates companies using a 500-point scoring system across nine categories under three core values: integrity (31%), caring (45%), and courage (24%).
Differentiator
Problem solved
Functional benefit
Products and services
- American Values Equity Portfolio A stock portfolio of 20-30 American Values Companies selected for the best investment merit, designed for individual investors seeking companies that reflect traditional American values while maintaining strong financial performance.
- American Values Thirty Portfolio A focused stock portfolio of 30 American Values Companies with the highest values scores, targeting individual investors who prioritize values alignment in a more concentrated portfolio.
- American Values Index Portfolio A diversified stock portfolio of 100-200 stocks containing all American Values Companies, offering broad market exposure across companies that meet the 400-point values scoring threshold for individual investors.
- American Values Research Platform A proprietary research platform that evaluates public companies against three American values (integrity, caring, courage) across nine categories using a 500-point scoring system; access is offered to subscribers and financial advisors, with companies required to score at least 400 points for inclusion in the portfolios.
Quantifiable outcome
- Companies scoring 400+ out of 500 points qualify for American Values portfolios
Companies that use American Values Investments
Customer profileSegments1 record
Ideal customer profiles2 records
American Values Investments technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
American Values Investments partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core and minor.
- Parks Investment Management, LLCcoreGeorge Parks, CFP, founded Parks Investment Management, LLC located in Bristol, Virginia. He previously served with American Values Investments for 21 years (2001-2022) as Vice President and Chief Investment Officer. He continues to provide portfolio management services on a contractual basis for AVI.
- First Advisors National (Jim Brown)minorFinancial advisor located in Fairfield, California offering AVI portfolios. Phone: 707-688-5181.
- Values First Advisors (Alex Ellis)minorFinancial advisor located in Ponte Vedra, Florida offering AVI portfolios. Minimum investment: $100K. Serves clients in all states.
- Sapphire Financial (Ward Wenholz)minorFinancial advisor located in Missoula, Montana offering AVI portfolios.
- Valor Financial Planning (Matthew Albritton)minorFinancial advisor located in Tennessee offering AVI portfolios. No minimum investment required.
- Both Hands Financial Group (Matt Vysoky)minorFinancial advisor located in Nashville, Tennessee offering AVI portfolios.
- CrossBridge Wealth Management (Dave McCain)minorFinancial advisor located in Tennessee offering AVI portfolios. Minimum investment: $250K.
- Cornerstone Senior Services (Dave Ermlick)minorFinancial advisor located in Centreville, Virginia (near Washington DC) offering AVI portfolios.
- Legacy Planning Alliance (Joe Maggiore)minorFinancial advisor located in Virginia Beach, Virginia offering AVI portfolios.
- Conservative Investing Concepts (Richard Keppler)minorFinancial advisor located in Bothell, Washington offering AVI portfolios.
- Vowell Financial Group (Doug Vowell)minorFinancial advisor located in Bowling Green, KY offering AVI portfolios. Serves clients in all states.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
American Values Investments competitors and assessment
Company assessmentDirect peers
- Ave Maria Mutual Funds: Catholic-values-screened mutual fund family with five distinct equity portfolios. Comparable to AVI as a values-aligned active equity manager, with overlapping investor intent but different denominational framing.
- Praxis Mutual Funds: Faith-based mutual fund family sponsored by Everence, integrating stewardship screens with active management. Comparable to AVI on values-screening and active equity selection, with a Mennonite/Anabaptist investor constituency.
- Christian Brothers Investment Services (CBIS): Catholic-values-screened investment advisor serving institutional and individual investors. Comparable to AVI on faith-based screening and active equity management, with an institutional tilt overlapping AVI's advisor channel.
- Inspire Investing: Faith-based investment advisor and ETF sponsor offering biblically screened portfolios and the Inspire Impact ETF family. Directly comparable to AVI as a values-based active equity manager targeting the same Christian-investor segment.
- Eventide Funds: Values-based mutual fund sponsor applying biblical and ethical screens alongside financial metrics. Highly comparable to AVI in methodology and target audience, though positioned more broadly across faith-and-impact investing.
- Timothy Plan: Sponsor of the Timothy Plan family of faith-based mutual funds that screen out companies conflicting with biblical values. Closely comparable to AVI on values-screening methodology and target investor base, though delivered as mutual funds rather than advisor-distributed SMAs.
Broad incumbents
- BNY Mellon | Wealth Management (Faith-Based Practice): Large incumbent wealth manager with dedicated faith-based and values-aligned portfolio capabilities. Represents the scale-disadvantaged incumbent AVI competes against for advisor mindshare on values-screened solutions.
- Impax Asset Management: Larger specialist asset manager focused on sustainable and thematic investing across global equities. Comparable to AVI as a values/sustainability-driven active equity manager, but operating at materially greater scale and breadth.
Emerging players
- Steward Fund (FaithInvest / Christian Stewardship): Faith-aligned investment vehicles focused on Christian stewardship principles. Comparable to AVI in values alignment and active screening approach, though smaller and less product-diversified.
- Values Investing: Smaller faith-based investment research and advisory firm applying values screens to equity selection. Comparable to AVI on screening methodology and target market, though at a smaller scale.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
American Values Investments social profiles
Digital presenceAmerican Values Investments financial estimates
Financial estimateRevenue estimate
Valuation estimate
American Values Investments leadership team
Management profileNumber of profiles
Profiles4 records
American Values Investments funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
American Values Investments M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about American Values Investments
What does American Values Investments do?
American Values Investments manages and distributes three stock portfolios (American Values Equity, American Values Thirty, and American Values Index) composed of companies that score at least 400 of 500 possible points on its proprietary values-based screening system. The firm's offerings are made available exclusively to individual investors through a nationwide network of independent financial advisors.
Is American Values Investments a public or private company?
American Values Investments is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was American Values Investments founded?
American Values Investments was founded in 1996. It employs 11 to 50 people.
Where is American Values Investments based?
American Values Investments is headquartered in Tennessee, United States, in the North America region.
How does American Values Investments make money?
One revenue line is on record: investment Advisory Services.
Who are American Values Investments's main competitors?
Direct peers on record are Ave Maria Mutual Funds, Praxis Mutual Funds, Christian Brothers Investment Services (CBIS), Inspire Investing, Eventide Funds and Timothy Plan. Broad incumbents are BNY Mellon | Wealth Management (Faith-Based Practice) and Impax Asset Management. Emerging players are Steward Fund (FaithInvest / Christian Stewardship) and Values Investing.
Does American Values Investments have an API?
No public API is recorded for American Values Investments.
What industry is American Values Investments in?
American Values Investments's product category is Values-based Investment Advisory. Its primary akta.pro industry code is FSAAAIAA, Large-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.