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.