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

API Funds and Portfolios

2303 Yorktown Avenue
Lynchburg, VA 24501
 800.544.6060 (toll free)
email enquiries

Chief Investment Officer
David Dillard Basten
X 10 Email
Sales Desk Manager
Kenan Bell
X 18 Email
Operations Support
Bonnie Harris
X 15 Email
API Sales Desk Option 1
Portfolio Management Option 2
Trading Option 3
Accounting Option 4
Compliance Option 5

API Shareholder Services: 888.933.8274

Wholesaler Contact Info

Managing Director
David Mason Basten
434.258.6515 email
Regional Sales Director
West Coast
Patrick Connors
206.406.5087 email
Regional Sales Director
Randy Erwin
314.422.5510 email
Regional Sales Director,
Hernaldo Rivera, Jr.
713.301.2433 email
Regional Sales Director
Mountain West
Mike Wooster
720.315.3364 email

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.