Yorktown Management & Research

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2303 Yorktown Ave
Lynchburg, VA 24501
+1 (434) 846-1361
https://www.yorktownfunds.com

Yorktown Management & Research is an independent asset management firm based in Lynchburg, VA, dedicated to helping clients navigate their financial futures. They offer a range of time-tested mutual funds, including the Growth Fund, Short Term Bond Fund, Multi-Sector Bond Fund, and Small Cap Fund, designed to meet various investment objectives.

With a focus on preserving capital and seeking income, Yorktown's Short Term Bond Fund offers a diversified portfolio, while their Growth Fund aims for long-term capital appreciation by investing in growth companies. The Multi-Sector Bond Fund provides a globally diversified portfolio with a high level of current income, and the Small Cap Fund focuses on U.S. listed securities with market capitalization within the range of the targeted benchmark. Yorktown Management & Research prides itself on honest and transparent dialogue, championing direct communications between advisors and their portfolio managers.

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