About The Firm
Bower Hill Capital Management LLC ("BHCM") is an investment firm that focuses on distinctive investment management solutions for RIA practices and other financial professionals. Using a systematic methodology designed to follow bullish trends in asset prices while incorporating a strict downside protection approach, BHCM manages a global suite of discretionary tactical ETF portfolios and also licenses its strategies. The firm also leans on long-established experience in active asset management, macro-market strategy and bottoms–up analysis to provide advisors with individualized consulting and research services that meet unique client needs.
Consulting & Research Clients
BHCM consulting and research clients utilize our firm's expertise in various ways. From market commentary and advice, asset allocation strategy, and customized individual case work, we help advisors raise the level of service for their clients, tackle the dynamics of today's market environment, and differentiate their practices. Our advisor-clients find that we can assist in adding expertise directly to the practice; whether through occasional advisor consultation, assisting advisors by conducting market strategy calls with clients, or helping to augment the brand and image of an advisory practice.
How do we help enhance the brand and image of an advisory practice? We partner with advisors as their end-to-end, outsourced Chief Investment Officer. This often entails building an investment process in the practice, managing strategic and tactical asset allocation models, and aligning it all with the firm's investment policy statement and risk tolerance documentation. But that is only the beginning... We also directly engage with advisors and their clients or prospective clients in delivering a firm-branded view of capital market conditions via written research and face-to-face asset allocation and strategy consultation. We will even manage client portfolios. Our advisor-clients find that our involvement helps to cultivate client relationships and materially grow the practice. We use nearly 25-years of investment expertise to advance the service level of an advisory practice, raise its brand, and differentiate the business from other advisors in the marketplace.
Portfolio Licensing Clients
For advisors who do not maintain discretionary authority over client accounts or seek to keep discretionary authority within their practices, BHCM offers licensing arrangements for each of its tactical ETF strategies. This arrangement allows the advisor to lean on our firm’s expertise, retain the current custodian, and maintain complete control over client accounts.
Marc A. Zabicki, CFA is president and chief investment officer of Bower Hill Capital Management. He is the former Senior Market Strategist at Ameriprise Financial Services, Inc. and served as the chair of the firm’s Global Asset Allocation Committee. Prior to his career at Ameriprise, Marc analyzed fixed-income portfolios at the former Salomon Brothers. Marc has nearly 25 years of investment research and management experience including discretionary management of ETF portfolios, macro-market strategy research, tactical and strategic multi-asset portfolio allocation, and bottoms-up individual credit and equity analysis.
His financial market commentary and expertise has been showcased in various media outlets such as The New York Times, The Washington Post, CBS News, Bloomberg and Reuters. Marc was also a frequent guest on CNBC Europe’s coverage of the financial crisis.
Marc holds the prestigious Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute, the CFA Society of Pittsburgh, and the Pittsburgh Society of Investment Professionals. Marc holds a BS in Economics from Florida State University.
Michael A. Bain, CFA is an investment consultant for Bower Hill Capital Management. Mike has more than 20 years of both buy side and sell side equity research and portfolio management experience. Prior to his relationship with Bower Hill, Mike served as a sector portfolio manager at Silvant Capital Management where he focused on managing investments of small to large cap companies in the Technology and Telecommunications sectors. Mike was also a buy side analyst for SunTrust Bank, where he served as a generalist and focused on managing large cap core portfolios. Previously, he worked on the sell side as an equity analyst for Raymond James & Associates, HSBC Securities and NatWest Securities focusing on companies in the Healthcare and Industrial sectors.
Mike holds a Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and Atlanta Society of Finance and Investment Professionals. Additionally, Mike holds a Bachelor of Arts degree with a major in Economics and a Master of Business Administration degree with a concentration in Finance, both from the University of Florida.