You are using a very old browser!

As a result, this site will probably look and behave a little strangely.

Skip to main content
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.

For more information on mutual funds, visit

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

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

 Check the background of this firm on FINRA's BrokerCheck


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Byron Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Byron Financial Services, and may also be employees of Byron Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Byron Bank or Byron Financial Services. The Byron Financial Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the follow states: AR, AZ, CA, CO, FL, GA, ID, IL, MD, MN, MO, NC, NV, OR, SC, TN, UT, WA, WI, and WY. Securities and insurance offered through LPL or its affiliates are: