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

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To order hard copies of API Funds & Portfolios literature, indicate the quantities you need below and provide your shipping information at the bottom of this page.

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API Brochure

API Sales Kit
Includes an API Brochure & Prospectus + a Fact Sheet for each Fund. Or you can customize your kit by specifying which Fact Sheets you want in "Special Instructions" below.

API Fact Sheets
Click on name for downloadable pdf version.

Short Term Bond Fund Fact Sheet
Multi-Asset Income Fund Fact Sheet
Capital Income Fund Fact Sheet
Master Allocation Fund Fact Sheet
Growth Fund Fact Sheet
API Portfolio Models Fact Sheet
API Investor Questionnaire

API Portfolio Details
Complete list of allocation details and individual holdings. Click on name below for downloadable pdf version.

Short Term Bond Fund Details
Multi-Asset Income Fund Details
Capital Income Fund Details
Master Allocation Fund Details
Growth Fund Details

API's Inclusive Approach to Investment Management

API Mult-Asset Income Fund: For All Types of Income
Hypothetical growth of $1 million since 1/1/2008: dividends reinvested vs. distributions withdrawn for income.

Facts about Business Development Companies (BDCs)
API Prospectus
*API reserves the right to limit orders to 15 copies per item. Call the Sales Desk at 800.544.6060, Option 1 for special assistance.

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Comments/Special Instructions

All orders will be sent by U.S. mail or equivalent ground delivery. If you require expedited delivery, please specify when you need the materials in the Special Instructions box above.

Fact Sheets

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.