Knoxville, Tenn. – BPV Family of Funds has announced the launch of two new, publicly traded mutual funds created specifically to achieve sustained wealth accumulation and preservation. Both the BPV Core Diversification Fund and the BPV Wealth Preservation Fund utilize actively managed, macro investment strategies that address investor risk through diversification and hedging.
In describing the mutual funds, BPV Family of Funds Senior Partner and CEO, Mike West, stated, “The goal of the BPV Core Diversification Fund is to achieve equity-like returns with substantially lower exposure to risk by fund investors. Risk is actively managed by fund diversification across non-correlated asset classes. The BPV Wealth Preservation Fund seeks to provide absolute returns with downside protection. Utilizing a new breed of hybrid investment strategies, the fund seeks to safeguard investor principal and enables individuals to put cash resources to work, while maintaining an emphasis on wealth preservation.”
George Hashbarger, Jr. will serve as portfolio manager for BPV Family of Funds. He is a 19-year veteran in the investing and financial services industry. Since 2001 Hashbarger has provided portfolio management services to BPV Wealth Management and Northshore Management Company. Prior to joining Northshore, Hashbarger spent nine years in private equity investing at First Union Capital Partners and GE Capital. As the funds’ portfolio manager, Mr. Hashbarger will be responsible for managing and monitoring the funds’ investment strategies and investments.
Assuming the position of Funds Managing Partner and Trustee for the BPV Family of Funds is Reed Keller. Keller was previously an operating executive for private equity financed companies funded by Welsh, Carson Anderson, & Stowe, a New York private equity fund investing in healthcare, technology-enabled services and media companies. He enjoyed a 20-year professional career as a consulting partner with PricewaterhouseCoopers (PwC) and its legacy predecessor firm, Coopers & Lybrand (C&L).
Additional information about BPV Family of Funds, the BPV Core Diversification Fund, and/or the BPV Wealth Preservation Fund can be found at www.bpvfunds.com or by calling 877-819-2188.
About BPV Family of Funds – The BPV Family of Funds’ Advisor is BPV Wealth Management, an independent, privately held firm whose unwavering, primary focus is the accumulation and preservation of wealth for our investors. We are wealth preservation minded. In our view, the best way to accumulate wealth is to avoid substantial losses. In order to avoid material losses, we believe investors need strategies that actively mitigate risk. To that end, the BPV Family of Funds are actively managed, macro investment strategies that address investor risk through diversification and hedging.
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 (877) 819-2188 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.
BPV 000111 10/28/2012