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

API in the News

11/4/2016 - The Wall Street Journal named the API Short Term Bond Fund (APIBX) a Category King among 667 Funds in Lipper's Short Term Bond category for the one year period ending 10/31/16. Click here for more information.

4/11/2017 - Virginia Fund Firm Head Hires Former Intern Turned Successful PM

5/27/2016 - East Coast Shop Launches A Subadvised Fund Family

5/3/2016 - API Introduces Yorktown Funds, A New Family Of Sub-Advised Mutual Funds

9/29/2015 - API Launches New Communications Program Explaining the API Investment Approach

2/23/2015 - Billion Dollar Boutique API Funds Seeks to Put Modern Portfolio Theory into Investment Practice

API Funds President and Chief Investment Officer David D. Basten was recently interviewed by ThinkAdvisor to discuss API's distinctive investment approach for the article "Finding Your Client's Place on the Efficient Frontier."

6/17/2014 - Assets under management in the six API Efficient Frontier Funds exceed $1 billion.

David Basten Assembles His $1Billion Dream Team. Mutual Fund Wire.com (5/8/2014) reports on Managing Director David M. Basten's aggressive efforts to build a distribution force that will help API Funds to grow assets under management to $1 billion—and beyond.

Yorktown Management & Research Kicks Up Its Web Presence.
MFWire.com May 21, 2013

1/7/2013 - API Funds and Portfolios welcomes the New Year by formally introducing its new corporate identity.

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.

©2018 API Funds and Portfolios. All rights reserved.