While diversification manages risk, allocation is the strategic use of diversification to meet investment goals.

The API Master Allocation Portfolio Models

The most successful investing uses both diversification and allocation wisely. The API Master Allocation Models allow advisors and their clients to create customized Efficient Frontier portfolios by blending the various API Funds and Yorktown Funds. API's goal is to achieve a balanced whole using an asset allocation formula focused on placing each portfolio in the investor's "comfort zone" on the Efficient Frontier-and keep it there.

API Portfolios

Advisors may use a model "as is" or customize it to suit specific client needs. API's proprietary service also allows advisors to customize the allocation mix by incorporating any of three levels of expected inflation. Each model can be back tested with actual performance against all major indices.

API actively manages each portfolio and makes the day-to-day investment decisions necessary to keep the allocations aligned with the specified long-term investment strategy. API provides quarterly reports that provide detailed portfolio updates that enable advisors and their clients to revise investment profiles and objectives, as necessary.


The graphic above demonstrates the potential risk/return characteristics of each model portfolio.
Actual results may differ.

Diversification does not ensure a profit or guarantee against loss.
Past performance is not necessarily an indicator of  future performance.

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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