BPV Capital Management
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Ready to invest but not sure how?

Learn about BPV's perspectives for first-time investors.

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We believe you should retire well.

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Everyone has a back porch vista

We help you get there. Find out how.

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Want less stress with your investment?

Stay Informed with BPV

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Why do Advisors rely on BPV?

RIAs get our full support because we know the difference they make in the lives of their clients. Learn more.


Do your clients know why you’re in business? Your employees? Family? Typically, people know what you do, but do they know why you do it? At the very heart of every great firm  is an inner drive, a dragon to slay in the world that runs much deeper than simply having a job or making money. People and organizations that identify their why rise above the fray.  In another post, I wrote about developing a Unique Selling Proposition. Simon Sinek’s…


With nearly a decade’s experience running agencies, I have crafted numerous business to business sales & marketing strategies. Along the way, I’ve learned that the most important foundation isn’t always the sexiest. In this series, my goal is to share that experience with professionals in the financial services industry. Advisors today are met with an increasing demand to stand out from the crowd and bring value to clients. Chances are good that your current level of service will help you…


The long awaited fall selloff has finally materialized as concerns about the European economy came to the forefront in October. After propping up the rest of the European Union for the last several years, stalwart Germany now seems to be slipping into the mire. As recession fears intensified over the weak European data, markets sank lower in mid-October. Although the selloff in itself was not a complete surprise, the speed of the downturn caught many investors off guard. Yet, there may…

Coach roots him on

Part Three: Establishing Oneself as a Mentor and Financial Coach In the third and final installment of our interview with Coach Phillip Fulmer and BPV CEO Mike West, the two discuss cultivating a relationship of trust with an athlete, bridging the cultural gap between finance and sports, and making connections to players as a prospective advisor. BPV: So much of the relationship seems dependent on an athlete trusting an advisor completely. How can an advisor go about building that kind…


There is a tradition in the United States where it is customary to give one’s spouse an anniversary gift that corresponds to the number of years you’ve been married. After one year, you receive paper; after 60 years, you receive diamonds.  Given that October 5th marked the three year anniversary of the launch of our two flagship funds, BPV should be receiving leather goods this year. Oddly enough, this is a pretty appropriate metaphor for the mutual fund industry. Few…

KNOXVILLE, Tenn., October 18, 2014 – Readers of the Knoxville News Sentinel saw a new article from Back Porch Vista CEO Mike West today. Titled “Celebrity investment gurus? Beware the hype,” the piece has some critical words for the celebrity investment culture that creates dramatic asset migrations like the one we’re seeing with Bill Gross’s departure from PIMCO. West’s article is reproduced here in full. Celebrity investment gurus? Beware the hype By Mike West   On Sept. 26, Bill Gross, the bond guru and founder of…

Meet BPV

A brief overview of the people and principles behind Back Porch Vista, a mutual fund company based in Knoxville, TN.


BPV Capital Management highlights the three year anniversary of two of its funds with a relevant message from an unexpected source.

KNOXVILLE, Tenn., October 1, 2014 – Readers of Investment News saw a new article from Back Porch Vista CEO Mike West today. Titled “Investing from the gut, as in the old days,” the piece contributes to Investment News’s “Outside-IN” blog, which provides advisors with critical third-party perspectives. West’s article is reproduced here in full. Investing from the gut, as in the old days Can investors today turn to advisers to awaken their sense of pride in their money and its impact on the market? By Mike…


There was a time in the not too distant past when we consumers relied on information brokers to inform a buying decision. From buying a new car, to a new home, to a television, we consulted trained professionals who maintained the specs and information that were largely hidden behind a gate. Now AutoTrader, Zillow, and Amazon have forever changed the buying process. Clients control the buying decisions and “sales” people are facilitators of the transaction. I was recently in a national…

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