Fred Overbeck is a financial advisor at CINCaP Asset Management with 20 years of industry experience. He holds the Series 63 designation and previously worked at Ross, Sinclaire & Associates for 16 years. Overbeck is also the COO of CINCaP Investment Group and Asset Management. CINCaP Asset Management offers wealth counseling and discretionary investment advisory services to individuals, families, trusts, estates, family businesses, and certain charitable or institutional clients. The firm emphasizes long-term, strategic asset allocation with broad diversification, using mutual funds, ETFs, disciplined rebalancing, and tax-aware techniques.

James Hartke II is a financial advisor at CINCaP Asset Management with 20 years of industry experience. He holds a Series 66 credential and previously worked at Ross Sinclaire and Associates, LLC, Natcity Investments, Inc., and A. G. Edwards & Sons, Inc. His current role at CINCaP began in 2024, following six years with CINCaP Investment Group, LLC. CINCaP Asset Management provides wealth counseling and discretionary investment advisory services to individuals, families, trusts, estates, family businesses, and certain charitable or institutional clients. The firm manages approximately $34.3 million in assets with a focus on long-term strategic asset allocation, broad diversification, and tax-aware investment techniques.