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Mutual Funds

Together we can create a strategy designed to help guide you along the path toward financial well-being.

Mutual Funds

Shares can be purchased in a fund that is an actively managed portfolio of securities.  

As shareholder, you would actively participate in the fund’s gains and losses and your shares are redeemable on any business day.  

There are various types of funds available with specific investment objectives stated in your prospectus and are matched with Investment Company and fund that best reflects your preferences, financial goals, and risk tolerance levels.  

Investing in mutual funds involves risk, including possible loss of principal.

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Schedule a free, no-obligation appointment today by contacting [email protected] (Oregon) or [email protected] (Byron).

To best serve you, Byron Financial Services has two offices that have full or part-time representatives.


The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, GA, ID, IL, MD, MN, MO, NC, NV, OR, SC, UT, WA, WI, and WY.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Byron Bank deposits and are not FDIC insured. These products are not obligations of the Byron Bank and are not endorsed, recommended or guaranteed by Byron Bank or any government agency. The value of the investment may fluctuate, the return on investment is not guaranteed, and loss of principle is possible.

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