Scott D. Smith

Provides investment banking and financial advisory services to the healthcare industry

Functions as a College/University

Provides brokerage services

BPV Resources provides institutional investment management services using an investment approach based on an overall risk management perspective, a focus on current market conditions and an overriding commitment to maximizing compound returns relative to the amount of risk assumed. The firm manages assets in accordance with three distinct but related strategies: the Fixed Income Strategy, the Global Systematic Risk Allocation Strategy and the Global Equity Strategy. The strategies are often combined within a client’s portfolio to meet the investment objectives. All of BPV's investment strategies have the primary goal of maximizing compounded returns relative to the level of risk assumed. BPV manages most client accounts on a discretionary basis and has full authority in determining what securities to buy and sell. The firm implements its investment strategies through investments in a range of securities and other financial instruments, including, US government securities, fixed income securities, MBS, commercial paper, CDs, municipal securities, equities (both individual stocks and baskets of stocks), commodities, foreign currency, related instruments (e.g., futures, forwards, exchange-traded funds or notes, total return swaps), equity volatility related instruments, and long and short call options and put options on the underlying or related instruments.