Cincinnati Asset Management Inc

Cincinnati Asset Management, Inc. is a registered investment advisor specializing in providing investment management services since its establishment in 1989. The firm offers services to various clients, including individuals, pension and profit sharing plans, trusts, estates, charitable organizations, small businesses, insurance companies, and mutual funds. Their investment strategies focus on fixed income securities, preferred stocks, ETFs, and other securities, with a primary objective of capital preservation. The firm operates on a fee-only basis, strictly managing investment portfolios without selling commissioned products or acting as a custodian of client assets. Clients have the option to engage in various types of agreements, such as the Advisory Service Agreement for ongoing management of securities portfolios, with termination flexibility for both parties. The firm's fee structure is based on a percentage of assets under management, with fees varying depending on the account size and investment strategy selected. Cincinnati Asset Management exercises discretionary authority for trading, allowing them to make investment decisions on behalf of clients without specific consent for each transaction. The firm also has a comprehensive Business Continuity Plan in place to address potential disruptions and ensure the continuity of services.