Time-Tested Mutual Funds

Yorktown Funds is an independent asset management firm with a singular purpose: to help clients navigate their financial futures.

Featured Mutual Funds


A portfolio focused on preserving capital while seeking income consistent with that objective.


A portfolio that seeks long-term capital appreciation by investing in U.S., non-U.S., and emerging market growth companies, regardless of market capitalization or sector.


A globally diversified portfolio that seeks a high level of current income with limited credit risk.


A portfolio that seeks long-term capital appreciation by investing in U.S. listed securities with market capitalization within the range of the targeted benchmark, the Russell 2000 Growth Index.

Advisor interactions, made easy.

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Access to Portfolio Managers

We champion direct communications between advisors and our portfolio managers. We understand that our portfolio managers’ expertise is of utmost value to you and your clients.

Honest and Transparent Dialogue

We know that frank, honest discussions build trust. Because our firm is employee-owned, team members have a long-term, relationship-driven focus. 

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Superior Support

We are here to provide the support you need. Reach out and we will do everything we can to make your experience an excellent one.

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High Yield Outlook
“When the waterholes were dry, people sought to drink at the mirage.”  -Evelyn Waugh
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Who Needs a Summer Vacation?
“No man needs a vacation so much as the man who has just had one.”  -Elbert Hubbard
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In The Market For Some Friends
“Life’s a bit like mountaineering – never look down.”  -Sir Edmund Hillary