BPV Capital Management
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Rebirth of the Corporate Merger

In September we left you with a cliffhanger as the U.S. Treasury Department had just announced new rules to combat further corporate inversions initiated by U.S. companies. The new rules were effective immediately and were applied to all deals that were not closed by the end of Monday, September 22. So, what has happened since the announcement and the changes have taken effect? As a refresher, let’s re-visit what corporate inversions are in the business world: Also known as tax…

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A Growing Concern In 2010, financial advisor Mary Wong was indicted on charges of securities fraud for her role in a Ponzi scheme involving the theft of over $3 million from several NFL players. The case brought national attention at the time and was recently the subject of a Wall Street Journal article titled “Colleges Push to Keep Financial Advisers Away From Athletes.” In the article, athletes Steve Octavien and Josh Bullocks describe how Wong would often shower them with…

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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…

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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…

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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…

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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.

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


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