About Us
Bowie is an investment management firm serving as your strategic partner to manage financial assets. By drawing on our experience investing across multiple asset classes and exercising sound judgment, Bowie distills the complexity of financial markets into a timeless investment program.
Meet Our Founding Partner and Chief Investment Officer
Former portfolio manager at Perot Investments, the family office of Ross Perot. Currently serves on the Advisory Boards of Petrus Trust and Terry Foundation. He was born in Bowie, Texas and graduated from Texas A&M and Harvard Business School.
Bowie invests for ultra high net worth individuals, family offices and institutions.
We operate with a unique collaborative approach with our partners, investing alongside you and aligning our interests with yours. We invest with a business mentality, using innovative frameworks to identify and own equity in enduring companies. We believe that combining a timeless investment strategy with resolute discipline produces investment excellence and client confidence, the keys to preserving and growing wealth for our investors.
“Our partnership focuses on building a portfolio of quality assets that when bought at attractive prices can create long-term results. We are passionate about our work and spend every waking day thinking about our clients’ financial well-being. Above all, we operate our firm and investment process with integrity and do our best to make you proud that we are a steward of your assets.”
Cory Whitaker, CFA Founding Partner and Chief Investment Officer