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Scenic Wealth Management works with community and small cap banks to assist in professional management of corporate fixed income assets by providing Asset Allocation Modeling, Manager Search & Selection, and Performance Reporting. By focusing on the community bank industry, Scenic Wealth Management is able to monitor the macro environment of the credit markets and make pro-active modifications to reduce risk or enhance returns for our corporate clients.

Current credit conditions require professional management and monitoring of your fixed income assets. We work with our clients to create a prudent Investment Policy Statement then implement that plan through the use of professional asset managers. Our High Net Worth Division also works with corporate executives either independently or as an employer sponsored benefit.

$10,000,000 minimum