The Invictus Collective
Robert D. Bower, CFA, CAIA.

Owner & Chief Investment Officer

Robert D. Bower, CFA, CAIA

Robert Bower leads Invictus investment strategy, portfolio construction, due diligence, performance analysis, and trading oversight.

About Robert D. Bower, CFA, CAIA

Robert Bower is the Owner and Chief Investment Officer of The Invictus Collective. He has more than 20 years of financial-markets and institutional-investment experience. His responsibilities include portfolio analysis and construction, performance attribution, investment due diligence, and oversight of the firm's trading activities. Robert also chairs the Invictus Investment Committee.

Before joining Invictus, Robert was a Senior Portfolio Manager and Co-Head of the Private Markets group at Healthcare Services Corporation. He helped develop investment strategy and allocate assets for the firm's $25 billion corporate portfolio, and he built and led its private-equity and credit programs. His experience also includes work with the multi-family office at Promus Capital and running a derivatives-trading company at the Chicago Mercantile Exchange.

Robert holds an MBA from the University of Chicago Booth School of Business and a BBA in Finance from the University of Iowa. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations and is active with community and charitable organizations.

Questions about Robert Bower’s role

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What investment responsibilities does Robert Bower oversee?

Robert Bower’s profile identifies responsibility for investment strategy, portfolio analysis and construction, due diligence, performance attribution, trading oversight, and leadership of the Invictus Investment Committee. The public profile describes his experience and intended role; exact supervisory and regulated responsibilities remain subject to firm records and compliance approval.

How does Robert Bower’s background inform his work?

Robert’s published background includes more than 20 years in institutional investing, leadership involving a large corporate portfolio, private-equity and credit programs, family-office experience, derivatives trading, and CFA and CAIA designations. Those facts require final credential and biography verification before production indexing and do not by themselves assure an investment outcome.