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

David Mason Basten
Managing Director

David began his career at API in April of 2001. He is the second largest shareholder of Yorktown Management & Research, the Investment Advisor to the API Fund Family. In addition to his duties as a portfolio manager, David is responsible for expanding API's product distribution capabilities and also serves as an inside director to the API Board.

A graduate of Liberty University, David earned a degree in Multi- Disciplinary studies focusing on Business & Religion.

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David Mason Basten

Contact Information:
434.258.6515
dmbasten@apifunds.com

Patrick Connors
Regional Sales Director, West Coast

Pat has over 17 years of financial services experience, working with both individual and institutional clients. His prior experience includes serving as a Regional Vice President for Columbia Management, as well as positions at a boutique investment company and a large retirement service provider.

Pat graduated from the University of South Carolina with a Bachelor of Science degree in Management.

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Patrick Connors

Contact Information:
206.406.5087
pconnors@apifunds.com

Randy Erwin
Regional Sales Director, Midwest

Randy is a 27 year veteran of the financial services industry.

Immediately before joining API Funds, he served as Midwest Regional Director at Stadion Money Management. Previously, Randy worked at AXA Distributors, first as a wholesaler and subsequently as Western Division Sales Manager. He started his wholesaling career in 1994, covering banks and wirehouse firms for Essex Corporation. Randy began his career as an independent advisor with IDS/American Express, and subsequently served as both a bank investment advisor and a bank program manager.

A graduate of Southeast Missouri State University, Randy earned degrees in Business Economics and Marketing.

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Randy Erwin

Contact Information:
314.422.5510
rerwin@apifunds.com

Hernaldo Rivera, Jr.
Regional Sales Director, South

Hernaldo has over 22 years of financial services experience. Immediately before joining API in 2014, he spent five years as Regional Vice President at BNY Mellon/Dreyfus Funds. While leading the firm's sales efforts in TX, LA, FL, AL & GA, he was a two-time President's Club award winner and was also named Southern Division Wholesaler of the Year in 2013.

Hernaldo graduated from the University of Houston with a Bachelor of Science degree in Economics. He and his wife, Suzanne, live in Houston.

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Hernaldo Rivera, Jr

Contact Information:
713.301.2433
hrivera@apifunds.com

Mike Wooster, CIMA®
Regional Sales Director, Mountain West

Mike began his career in the asset management industry in 2000. He previously served as a Senior Internal Wholesaler for State Street Research and was Regional Director of Principal Funds for ten years. Mike graduated with a bachelor's degree from the University of California. He is a member of the Investment Management Consultants Association and has also earned the right to hold the Certified Investment Management Analyst designation. Mike and his wife, Renee, live in Littleton, CO.

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Mike Wooster

Contact Information:
720.315.3364
mwooster@apifunds.com

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.

©2017 API Funds and Portfolios. All rights reserved.