East TN Investment Firm Positioning for National Growth

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BPV Capital Management’s Senior Partner and CEO, Mike West, is taking steps to expand on the strong foundation of his local asset management business by focusing on marketing, distribution and the addition of new funds.

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There is a need for risk-managed funds, funds that attempt to provide some protection against a crisis.

BPV Capital Management’s Senior Partner and CEO, Mike West, is taking steps to expand on the strong foundation of his local asset management business by focusing on marketing, distribution and the addition of new funds. Having exited the wealth management business in 2012, West exclusively focused BPV on advising risk mitigated mutual funds. The local firm has since become a national contender in its category of liquid alternative mutual fund investing.

West recently recruited Jeremy Floyd to join BPV Capital Management as Chief Marketing Officer, noting, “Jeremy’s unique skills of strategic planning, branding, messaging expertise and all the experience of running an agency puts BPV on track to reach our ambitious growth goals.” Floyd is leaving his role as President of Bluegill Creative to join the BPV team. “I’m excited! This opportunity allows me to apply my background as a business owner, marketer, leader and lawyer into helping Mike and the team at BPV reach its goals,” Floyd said.

BPV’s primary objective is to provide risk protection to the investors in its mutual funds. West was recently quoted in an MFWire piece entitled “A Knoxville Shop Looks to Adopt a Few Good Managers,” in which he explained, “There is a need for risk-managed funds, funds that attempt to provide some protection against a crisis. If there is one thing I know, it is impossible to predict when a risk would hit, but you should always be managing somewhat against risk all the time.” In order to make their risk management services available to more investors, West and BPV have recently spoken with several large platforms about providing further distribution.

West notes that there is a broad base of investors who are interested in BPV, ranging from advisers who specialize in alternatives to individuals who invest as little as $100 at a time. “We are trying to democratize investing strategies that have historically been reserved for only the ultra-wealthy,” West says. “It is resonating with our market, and that’s why we’re building for big success.”

To view the MutualFundWire.com full article on BPV please visit:
http://www.mfwire.com/common/artprint2007.asp?storyID=44375&wireid=2

To read more about BPV Capital Management, please visit: http://www.bpvcapitalmgmt.com/.

BPV Capital Management is an investment manager of mutual funds. BPV was founded on the premise that investors and their interests should come first. Not superficially, but as a core value. Not in just words, but in action. As such, BPV’s decisions are based on protecting and honoring the interests of investors. Our tagline - Thoughtful, Consistent, Disciplined Investing – originates from years of investing and a strict adherence to unwavering principles. BPV offers products and services to individuals, corporations and institutional investors in the U.S. For more information on BPV, visit http://www.bpvcapitalmgmt.com or call 877-819-2188.

The BPV Family of Funds are distributed by ALPS Distributors, Inc. ALPS Distributors, Inc. is not affiliated with BPV Capital Management, LLC.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. Request a prospectus which contains this and other information by calling toll free (855) 784-2399 or visiting http://www.bpvfunds.com/. Read the prospectus carefully before investing or sending money.

Mutual fund investing involves risk. Principal loss is possible. ETFs are subject to risks similar to those of stocks including those regarding shortselling and margin account maintenance. Diversification does not eliminate the risk of experience investment losses. There is no assurance that this investment strategy will consistently lead to successful investing.

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Allison Fulmer
@BPVCapitalMgmt
since: 10/2012
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