AMERICAN VALUES INVESTMENTS, INC.

Overview

American Values Investments, Inc. is a corporation owned by an individual that provides portfolio management services targeted at businesses and institutions. The firm charges subscription and other non-standard fees rather than a pure percentage-based advisory fee. The dataset flags the firm as not being an active ESG investor and not a pension consultant or related adviser. It also indicates the firm does not self-identify as a capital allocator. Regulatory and registration details in the snapshot are sparse; the firm is recorded as SEC-registered at some point but the year is not specified. Its advisory activity is narrowly described as portfolio management for business or institutional clients rather than broad retail wealth management.

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Investments & Alternatives

Location & Offices