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