Business Details
37 Years
experience
Expert Corporate Bond Investment Solutions in Cincinnati
Cincinnati Asset Management has been a trusted leader in fixed income portfolio management since 1989. Our conservative, disciplined approach focuses on preserving capital while delivering high investment income through specialized expertise in U.S. corporate bonds. As an SEC-registered investment adviser, we serve individuals and institutions with tailored strategies spanning high yield, investment grade, and short-duration bonds. Our team of seasoned professionals combines deep market knowledge with rigorous credit research to navigate structural inefficiencies in the corporate bond market.With over three decades of experience, we maintain a client-centric philosophy that prioritizes long-term value over short-term trends. Our proprietary analytical discipline ensures quality assessments guide every investment decision. We differentiate ourselves through our exclusive focus on corporate bonds and commitment to absolute return objectives rather than benchmark-relative performance.
Services
High Yield Corporate Bonds
Investment Grade Corporate Bonds
Short Duration Strategies
Broad Market Portfolios
Custom Portfolio Solutions
Details
- Year established: 1989
Highlights and features
- 30+ years of exclusive focus on corporate fixed income securities
- Conservative bottom-up value investment discipline with proven track record
- SEC-registered investment adviser with employee-owned structure
- Proprietary analytical framework for assessing bond quality and yield
- Dedicated portfolio management teams with CFA charterholders
Associations and certifications
- SEC
Services
High Yield Corporate Bonds
Our high yield strategy targets bonds rated BA and B, avoiding lower-rated securities. We focus on companies with strong asset bases and improving fundamentals through rigorous credit analysis. This approach balances potential returns with risk management by monitoring price declines and sector exposures. Our team leverages decades of experience to identify undervalued opportunities in this volatile market segment.
Investment Grade Corporate Bonds
Designed for conservative investors, this strategy emphasizes premium yields relative to Treasuries. We maintain defensive maturity structures while seeking undervalued credits through bottom-up analysis. Our approach combines capital preservation with income generation through diversified sector exposure and continuous credit monitoring.
Short Duration Strategies
These portfolios combine investment grade and high yield securities with shorter maturities. We target a 50/50 allocation to balance risk and return while maintaining liquidity. Our disciplined approach focuses on minimizing interest rate sensitivity through careful maturity structuring and active credit selection.
Broad Market Portfolios
Our blended strategy combines investment grade and high yield bonds in a 2:1 ratio. We aim to deliver superior returns versus pure investment grade portfolios while maintaining lower volatility than high yield-only approaches. The strategy emphasizes sector diversification and quality preservation across market cycles.
Custom Portfolio Solutions
We create customized fixed income solutions for institutional clients including pension plans and endowments. Our approach addresses specific investment objectives through personalized credit selection and maturity structuring. We maintain direct client collaboration to ensure alignment with unique risk profiles and liquidity requirements.
People
William S. Sloneker
CEO, Portfolio Manager
With over 40 years in finance, Bill leads portfolio strategy at CAM. Former Ohio Casualty executive brings deep institutional investment expertise to corporate bond management.
Richard J. Gardner
Portfolio Manager
Rick manages corporate bond portfolios with 25+ years of experience. Former Huntington National Bank senior portfolio manager oversees $1.2 billion in mutual funds during his career.
Richard M. Balestra
Portfolio Manager
CFA charterholder with 20+ years in fixed income. Specializes in high yield and investment grade bonds while maintaining rigorous credit research standards.
Joshua M. Adams
Portfolio Manager
CFA charterholder managing corporate credit portfolios. Focuses on fundamental analysis across investment grade and high yield markets with 15+ years of experience.
Nicholas M. Collura
CFO, COO, Chief Compliance Officer
CPA with KPMG background leads financial operations. Oversees risk management and compliance frameworks for CAM's investment processes.
Questions
What investment strategies do you offer?
We offer high yield, investment grade, short duration, and blended corporate bond strategies with customized portfolio options for institutional clients.
How does your investment approach differ from others?
Our conservative bottom-up value discipline focuses on capital preservation through fundamental credit research rather than benchmark-relative performance.
Are you registered with regulatory authorities?
Yes, we are a registered investment adviser with the U.S. Securities and Exchange Commission (SEC).
How can I access your research materials?
Our market insights, yield spread analyses, and quarterly outlook reports are available through our website's Research section.
What experience does your team have?
Our portfolio managers average 20+ years in fixed income with CFA designations and prior roles at major financial institutions.
How do you manage investment risk?
We employ sector diversification limits, continuous credit monitoring, and mandatory portfolio reviews for significant price declines in individual holdings.
