We seek to instill investor confidence by investing through highly diversified strategies that seek to provide stable, solid returns.
We employ a center-of-the-market approach to building portfolios, featuring:
• A focus on cross-section of capitalizations, styles, and geographies
• An avoidance of overweight stakes in any one position
Founded by David D. Basten in 1985—and still founder led today—our firm is:
• 100% employee and family owned
• Performance driven and risk aware
• Committed to the highest ethical standards
• Proud of our reputation for integrity, hard work, and the quality of our research, services, and results
Let’s talk:
info@yorktownfunds.com
(434) 846-1361 | (800) 544-6060
IMPORTANT DISCLOSURES
YOU SHOULD CAREFULLY CONSIDER THE INVESTMENT OBJECTIVES, POTENTIAL RISKS, MANAGEMENT FEES, AND CHARGES AND EXPENSES OF THE FUND BEFORE INVESTING. THE FUND’S PROSPECTUS CONTAINS THIS AND OTHER INFORMATION ABOUT THE FUND AND SHOULD BE READ CAREFULLY BEFORE INVESTING. YOU MAY OBTAIN A CURRENT COPY OF THE FUND’S PROSPECTUS BY CALLING 800-544-6060.
Performance Information
Past performance is no guarantee of future results. The investment return and principal value of an investment in the Funds will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. There is no guarantee that this, or any, investing strategy will be successful. Yorktown Funds are distributed by Ultimus Fund Distributors, LLC (member FINRA (www.finra.org)/SIPC (www.sipc.org)). Yorktown Funds and Ultimus Fund Distributors, LLC are not affiliated. Check the background of Ultimus Fund Distributors, LLC on FINRA’s BrokerCheck: brokercheck.finra.org.
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Third-party posts to this site do not reflect the views of the firm and have not been reviewed by the firm for completeness or accuracy.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 106 Annjo Court, Forest,va 24551,united States
- Phone
- +1-800-544-6060
- in****@****nds.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- yorktownfunds.com
- Keywords
- Strategic Diversification, Rigorous Analysis, Long-Term Perspective and Owner's Mindset, Nimble Execution.
- HQ
- Forest, VA
- Competitors
- Selective Wealth Management, Blue Ridge Horizon ABA, Newport News Police Recruiting, Havener Capital Partners, Habitat ReStore Peninsula and Greater Williamsburg, Rotary Club of Newport News, Image360 - Newport News, VA, BrightHaven Financial Advisors, Fidelity Investments, Express Employment Professionals of Newport News.
Yorktown Funds Questions
Yorktown Funds's helpline number is +1-800-544-6060
Yorktown Funds's website is yorktownfunds.com
Yorktown Funds's LinkedIn profile is https://www.linkedin.com/company/yorktown-funds
Yorktown Funds has
6 employees.
View email and phone details for 6
employees at Yorktown Funds.
Yorktown Funds's industry is
Financial Services
Yorktown Funds's top competitors are
Selective Wealth Management,
Blue Ridge Horizon Aba,
Newport News Police Recruiting,
Havener Capital Partners,
Habitat Restore Peninsula And Greater Williamsburg,
Rotary Club Of Newport News,
Image360 - Newport News, Va,
Brighthaven Financial Advisors,
Fidelity Investments,
Express Employment Professionals Of Newport News.
Yorktown Funds's support email address is info@yorktownfunds.com
Yorktown Funds's categories are Financial Services
Yorktown Funds's founding year is 1985
