Yorktown Management & Research

Yorktown Management & Research is a finance institution located at 2303 Yorktown Avenue in Lynchburg, Virginia, United States. Specializing in asset management, Yorktown Funds is dedicated to helping clients navigate their financial futures. With a focus on preserving capital and seeking income, the institution offers a range of portfolios including Short Term Bond Fund, Multi-Sector Bond Fund, Growth Fund, and Small Cap Fund.

The team at Yorktown Management & Research believes in direct communication between advisors and portfolio managers to build trust and provide personalized support. As an employee-owned firm, they have a long-term, relationship-driven focus to ensure the best possible outcomes for their clients.

Investing with Yorktown Funds involves careful consideration of investment objectives, potential risks, management fees, and charges. The institution emphasizes the importance of understanding the risks associated with investments, including fluctuation in interest rates, credit risk, and market volatility. They also offer insights on the risks of investing in foreign securities, small- and mid-cap companies, exchange-traded funds (ETFs), real estate investment trusts (REITs), and specific industries or sectors.

With a commitment to transparency and excellence, Yorktown Management & Research aims to provide a comprehensive and supportive experience for investors seeking to achieve their financial goals.