API Funds provides advisors with the products and support needed to compete more effectively in today's market.

The Value of Working with API

API Funds helps advisors compete more effectively in today's market.

  • API provides institutional-quality research and portfolios backed by a team of investment professionals who spend 100% of their time seeking the best investments globally.
  • API provides Advisors with personal marketing and sales support.
  • Advisors have access to API analysts and portfolio managers.
  • API has reduced the barrier of entry by offering a minimum account size of $1,000 for all Class A and Class L shares, as well as for Institutional shares sold through fee-based platforms.
  • Each Fund has its own tax ID number and can be tax managed for maximum benefit.
  • API will, if requested, automatically rebalance clients' accounts at no extra cost.
  • API works with Advisors to determine risk and reward objectives during the account set-up process.

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.

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