Thoughtful, Consistent, Disciplined Investing
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BPV Core Diversification Fund
BPV Core Diversification Fund
BPV Core Diversification Fund
BPV Core Diversification Fund
BPV Wealth Preservation Fund
BPV Wealth Preservation Fund
BPV Wealth Preservation Fund
BPV Wealth Preservation Fund
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Toll-Free: 855.784.2399

Daily Data

as of 05/24/2013

BPV Core
Diversification Fund

Institutional Class:

BPVDX

NAV ----------------------$10.77

CHANGE ---------------$-0.02

Advisor Class:

BPADX

NAV ----------------------$10.74

CHANGE ---------------$-0.02

BPV Wealth
Preservation Fund

Institutional Class:

BPVPX

NAV ----------------------$10.38

CHANGE ---------------$-0.01

Advisor Class:

BPAPX

NAV ----------------------$10.35

CHANGE ---------------$-0.01

Thoughtful, Consistent, Disciplined Investing

That's the BPV Family of Funds. These principles used historically by the partners of BPV to manage their assets, remain the cornerstone of our investment thesis and now can be found in the BPV Family of Funds. Discipline, thoughtful analysis and consistency are core values we have always believed are necessary to manage the assets of the BPV partners and we believe those stakeholders who choose to invest in our funds deserve the same guiding principles.

Recent News

BPV Capital Management welcomes new Chief Compliance Officer

20 Mar 2013

Knoxville, Tenn. - BPV Capital Management announced the addition of Leslie L. Beale as General Counsel and Chief Compliance Officer.

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BPV Family of Funds Surpasses $100 Million in Assets Under Management

29 Nov 2012

KNOXVILLE, Tenn. - BPV Capital Management, advisor to BPV Family of Funds announces that the total assets under management for its two mutual funds have surpassed $100 million.

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Recent Commentary

Leave Nothing to Chance

18 Mar 2013

Merriam-Webster defines luck as coming upon something desirable by chance. In the world of investing, this "something desirable" is generally viewed as high returns.

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THE FARMER IN ALL OF US

07 Feb 2013

Super Bowl XLVII was eventful, to say the least. Jacoby Jones of the Baltimore Ravens opened the third quarter with a 108-yard kickoff return for a touchdown.

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THE TRADITIONAL MYTH

09 Jan 2013

Since time immemorial, investors have been taught to build a balanced portfolio. To most, that has been the traditional 60/40 split between stocks and bonds.

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An investor should consider investment objectives, risks, charges and expenses carefully before investing. Download a prospectus which contains this and other information. Read the prospectus carefully before investing or sending money.

Mutual fund investing involves risk. Principal loss is possible.

BPV Funds are new and have limited operating history.

Risks Specific to the BPV Core Diversification Fund: Commodity-related risks include production risks caused by unfavorable weather, animal and plant disease, and geologic and environmental factors. Furthermore, investments related to gold and other precious metals and minerals may fluctuate sharply over short periods of time and are considered speculative and are affected by a variety of worldwide economic, financial, and political factors. Funds that emphasize investments in smaller companies generally experience greater price volatility.

Risks Specific to the BPV Wealth Preservation Fund: The Fund's use of options involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. By investing in options, the Fund is subject to the risk of counterparty default, as well as the potential for unlimited loss.

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

The BPV Family of Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site 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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Contact

Address:

P.O. Box 3107 Denver, Co 80201

Overnight Address:

1290 Broadway, Suite 1100 Denver, Co 80205

E-mail:

bpvfunds@alpsinc.com

Telephone:

855.784.2399

Website:

BPV Capital Managment

Media Contact:

Allison Fulmer

865.243.8005

afulmer@bpvcapitalmgmt.com