Providing advisors with resources to help clients reach their long-term objectives.

Yorktown Value-Added

The Value of Working with Yorktown Funds

  • Yorktown provides institutional-quality research and portfolios backed by a team of investment professionals who spend 100% of their time seeking the best investments globally.
  • Yorktown provides Advisors with personal marketing and sales support.
  • Advisors have access toYorktown analysts and portfolio managers.
  • Yorktown has reduced the barrier of entry by offering a minimum account

size of $1,000 for all Class A and Class L shares, as well as for Institutional shares sold through fee-based platforms.

  • Each Fund has its own tax ID and can be tax managed for maximum benefit.
  • Yorktown will, if requested, automatically rebalance clients’ accounts at no extra cost.
  • Yorktown works with Advisors to determine risk and reward objectives during the account set-up process.