API has developed a systematic approach to continually access what we believe to be the best investment opportunities—wherever they exist.

The Efficient Frontier and Modern Portfolio Theory

API's actively managed, highly diversified investment management process derives from Harry Markowitz's Nobel-Prize-winning work in developing Modern Portfolio Theory. Markowitz discovered a remarkable new way to build an investment portfolio that offers investors the highest expected return for any given level of risk.

Markowitz showed that the most effective portfolios are those that lie along the Efficient Frontier—a series of points that models the range of possible portfolios, each representing the combination of investments that has the maximum rate of return for every given level of risk, or the minimum risk for every level of return.


The Efficient Frontier

API Funds and Portfolios strives to bring this type of award-winning structured investments to advisors and their clients.

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)

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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.

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