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Follow on Google News | API's Distinctive Investment Approach Discussed in New ThinkAdvisor Article"Finding Your Client's Place on the Efficient Frontier". API Funds President and Chief Investment Officer David D. Basten was recently interviewed by ThinkAdvisor.
The article points out the "founder of the billion-dollar boutique fund company believes API Funds is the only fund company that 'conquers' the efficient frontier with six funds that lie on key points of Harry Markowitz’ famous upward-sloping curve linking the highest expected return for any given level of risk." As Mr. Basten explains; "Our funds are what Markowitz called ‘the balanced whole.' What we are trying to do is to try to get as much of the market into your portfolio as we can to diversify risk down to zero while expanding opportunities, because more is a lot better." The article also discusses API’s active marketing and sales support for advisor. Mr. Basten tells ThinkAdvisor, “We have a very open shop as far as our relationship with our selling reps and broker-dealers is concerned. They can call into any of the portfolio managers if they have questions; our products are designed to be very friendly for their clients.” About API Funds API Funds and Portfolios (www.apifunds.com) You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this 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 1-800-544-6060. Past performance is no guarantee of future results. The investment return and principal 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. Investments in international markets present special risks including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxation and differences in auditing and other financial standards. Risks of foreign investing are generally intensified for investments in emerging markets. Diversification does not ensure a profit or guarantee against loss. Distributed by Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA) End
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