Disciplined Approach

API has developed a systematic approach based on Harry Markowitz's Nobel-Prize- winning work in Modern Portfolio

API employs a long-term, business-owner mindset and seeks to diversify across assets, sectors and markets.

Using time-honored investment principles and award-winning research, API continually seeks to access the best investment opportunities—wherever they exist.

Funds & Portfolios

Each API Fund invests in a diversified portfolio of small, mid and large capitalization securities in the United States and abroad. These highly diversified portfolios seek to deliver superior, consistent returns while managing risk.

Using the API Master Allocation Models, advisors and their clients can create customized Efficient Frontier portfolios that blend the various API Funds.

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A Tradition of Success

API is a boutique mutual fund family that is proudly building on a financial services heritage that has endured for over four generations.

API understands that the foundation for effective money management is dedicated research and a passion for finding value. API Funds has established high standards, a track record of success and a reputation for doing what's right for shareholders.

Photo: View Above The Blue Ridge Parkway

Photo: Mabry Mill, Meadows of Dan, VA

Photo: Shenandoah National Park

Photo: Montpelier, Orange, VA

Photo: The Natural Bridge of Virginia

Photo: Appomattox Court House National Park

Photo: Shenandoah National Park

Photo: Shenandoah National Park

API Funds and Portfolios 2303 Yorktown Avenue Lynchburg, VA 24501 434.846.1361 800.544.6060 (toll free)
API Shareholder Services: 888.933.8274

Distributed by Unified Financial Securities, LLC. (Member FINRA)

Check the background of Unified Financial Securities, LLC on FINRA's BrokerCheck.

You should carefully consider the investment objectives, potential risks, management fees, charges and expenses of the Fund before investing. The Fund's prospectus contains this information 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. Past performance is no guarantee of future results. The investment return and principal amount value of an investment in the Fund will fluctuate so that an investor's shares when redeemed, may be worth more or less than their
original cost.

©2017 API Funds and Portfolios. All rights reserved.