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Jamestown Mutual Funds

Jamestown Mutual Funds presents its clients with many investment solutions and benefits the advisory services of Lowe, Brockenbrough & Company, Inc. The latter was founded in 1970 and since then has managed to accumulate around $1.1 billion in assets under its management. Jamestown Funds' stocks are being distributed by Ultimus Fund Distributors, LLC. Among the clients of Jamestown Funds are:

  • Individuals
  • Personal trusts
  • Pension and profit sharing plans
  • Endowment funds
  • Foundations
  • Corporate portfolios

Some of the mutual funds investors can choose from are:

  • The Jamestown Balanced Fund
  • The Jamestown Equity Fund
  • The Jamestown International Equity Fund
  • The Jamestown Tax Exempt Virginia Fund
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