Five months after launching its first '40 Act funds, BPV Wealth Management is rebranding. The Knoxville firm will now be know as BPV Capital Management.

"We believe that BPV Capital Management more accurately defines who we are as a financial services company today," explained Mike West, Senior Partner and CEO.  "The name change captures the essence of our firm returning to its roots.  We are investors.  We manage assets and have a passion for investing." 

BPV listed its fist two funds -- the BPV Core Diversification Fund and the BPV Wealth Preservation Fund -- on the NASDAQ in November. (see MFWire.com 11/25/11)

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Company Press Release

KNOXVILLE, Tenn. – (April  16, 2012) – BPV Wealth Management, a Knoxville-based financial services company is changing its name.  The change has been driven by the rapid growth of the company’s asset management business and the national introduction of the BPV Family of Funds, and its two mutual funds, the BPV Core Diversification Fund (BPVDX) and the BPV Wealth Preservation Fund (BPVPX).  The new company name is BPV Capital Management. 

“We believe that BPV Capital Management more accurately defines who we are as a financial services company today,” explained Mike West, Senior Partner and CEO.  “The name change captures the essence of our firm returning to its roots.  We are investors.  We manage assets and have a passion for investing.” 

This announcement comes on the heels of the company launching two NASDAQ listed mutual funds - the BPV Core Diversification Fund (BPVDX) and the BPV Wealth Preservation Fund (BPVPX).  West believes the introduction of these two funds comes at an important time for investors.  “We have become greatly concerned that many of the financial services industry’s alternative investment strategies and products were only available to the mega-wealthy.  As a result, we have developed investment strategies and products that address many investors’ two major concerns; market volatility and personal risk, and they are readily available to the everyday, middle-class investor.” 

About BPV

BPV Capital Management, based in Knoxville, Tenn., is an independent, SEC Registered Investment Advisor (RIA).  The company manages two NASDAQ listed mutual funds; the BPV Core Diversification Fund, (BPVDX), the BPV Wealth Preservation Fund, (BPVPX), and three limited partnership funds.

  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 www.bpvfunds.com. Read the prospectus carefully before investing or sending money.

Mutual fund investing involves risk. Principal loss is possible. Diversification does not eliminate the risk of experiencing investment losses. There is no assurance that this investment strategy will consistently lead to successful investing.

BPV Funds are new and have limited operating history.

The BPV Core Diversification Fund and BPV Wealth Preservation Fund are distributed by ALPS Distributors, Inc. Separately Managed Accounts and related investment advisory services are provided by BPV Wealth Management, a federally regulated Investment Advisor. ALPS Distributors, Inc. is not affiliated with BPV Wealth Management.

The BPV Family of Funds are offered only to United States residents, and information in this release is intended only for such persons. Nothing in this release should be considered a solicitation to buy or an offer to sell shares of any BPV Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

 

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