API Funds Reaches $1 Billion in Assets Under Management

Spread the Word
Listed Under

* Mutual Funds
* Efficient Frontier Funds
* Modern Portfolio Theory
* API Funds

* Finance
* Investment

* Lynchburg - Virginia - US

LYNCHBURG, Va. - June 17, 2014 - PRLog -- API Funds (www.apifunds.com) announced that assets under management in the six API Efficient Frontier Funds now exceed $1 billion. API Funds is a family owned and operated boutique mutual fund firm that is headquartered in Lynchburg.

“This is an important milestone for our firm," said David M. Basten, Managing Director of API Funds. "We believe that the steady growth of assets in our funds, despite often rocky market conditions, is a validation of our commitment to offering top quality service and adhering to a strong investment philosophy that follows the principles of the Efficient Frontier." Mr. Basten also noted that, over the past year, API has improved communications and distribution support efforts in order to reach a greater number of financial professionals and their clients. "We are pleased with the results we have achieved with this new approach," he added, "and look forward to continuing to increase assets under management for years to come."

About API Funds

API Funds and Portfolios have helped clients achieve long-term investment goals using a proprietary investment methodology based on the principles of Modern Portfolio Theory. Each of API’s Efficient Frontier Funds and Master Allocation Portfolios employ a powerful institutional investment management approach that is supported by sophisticated technology and research that covers the full range of asset categories world-wide. The API funds and portfolios enable investment intermediaries to outsource a professional process that applies fiduciary standards and prudent management of globally diversified portfolios. Further information available at 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)

David M. Basten
Email:***@apifunds.com Email Verified
Tags:Mutual Funds, Efficient Frontier Funds, Modern Portfolio Theory, API Funds
Industry:Finance, Investment
Location:Lynchburg - Virginia - United States
Account Email Address Verified     Account Phone Number Verified     Disclaimer     Report Abuse
API Funds and Portfolios News
Daily News
Weekly News

Like PRLog?
Click to Share