How does the advisor help clients – Key Takeaways:
American Values Investments, Inc. (AVI) is a leading financial advisory firm that focuses on helping clients achieve their financial goals through personalized investment strategies. With a team of expert advisors and a comprehensive range of services, AVI is dedicated to providing clients with the support they need to make informed investment decisions.
Facts and Insights
AVI was founded in 2005 and has since established a strong reputation for providing top-notch financial advice to clients. The firm has assets under management (AUM) of over $1 billion, with a team of 15 experienced advisors serving a diverse range of clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 15 | Since 2005 |
Financial Services Offered
AVI offers a wide range of services to help clients achieve their financial goals. These include portfolio management, retirement planning, tax planning, estate planning, and more. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a comprehensive and personalized strategy.
Client Types
AVI serves a diverse client base, including high net worth individuals, families, and institutions. The firm’s advisors have extensive experience working with clients from all backgrounds and are dedicated to providing individualized attention and care to each client.
Fees & Compensation
AVI operates on a fee-based model, charging a percentage of AUM for their services. This fee structure aligns the firm’s interests with those of their clients, as it incentivizes them to grow and preserve their clients’ assets.
Background
AVI was founded with a mission to help individuals and families achieve financial independence and security. The firm’s dedicated team of advisors has a diverse range of expertise and continuously strives to stay up-to-date with industry developments and market trends. This allows them to provide clients with timely and strategic investment advice.
Financial Advisor Disclosures to Know
In working with AVI, clients can rest assured that their advisors are held to the highest standards of professionalism and ethics. The firm is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority (FINRA). Additionally, all advisors at AVI hold relevant licenses and certifications and are required to comply with strict disclosure rules to ensure transparency and accountability.