Focusing On the Horizon in a Sea of Change
Strategic Advisory and Investment Solutions for Community Financial Institutions
A Trusted Advisor for Over 25 Years
EPG, Inc. is a trusted advisor for community-based financial institutions, specializing in asset liability management and investment advisory. With over two decades of experience, EPG offers comprehensive and unbiased services tailored to each client's unique needs. Our team integrates asset liability management with investment portfolio management for a holistic balance sheet approach. Committed to understanding and addressing the strategic issues of financial institutions, EPG delivers realistic and actionable strategies to ensure our clients' success in any financial climate.
Asset Liability Management
Asset Liability Management
Our ALM process produces an overall risk/return assessment that is presented in quarterly meetings to develop actionable strategies.
Asset Liability Management
Our ALM process produces an overall risk/return assessment that is presented in quarterly meetings to develop actionable strategies.
Fixed Income Investing
Fixed Income Investing
EPG implements first-rate fixed-income investment recommendations to enhance returns, constructs portfolios consistent with your client profile, and actively manages the investment process with a buy/sell discipline.
Fixed Income Investing
EPG implements high-performance fixed-income investment recommendations to enhance returns, constructs portfolios consistent with your client profile, and actively manages the investment process with a buy/sell discipline.
Equity Investment
Equity Investing
Our Equity Investing process uses comprehensive selection criteria and ongoing security evaluation, constructs portfolios consistent with your client profile, and actively manages the investment process with a buy/sell discipline.
Equity Investment
Our Equity Investing process uses comprehensive selection criteria and ongoing security evaluation, constructs portfolios consistent with your client profile, and actively manages the investment process with a buy/sell discipline.
Investment Management
Investment Management
Our Investment Management approach combines rigorous selection criteria with ongoing asset evaluation, tailored portfolio construction to match your client profile, and proactive management with a disciplined buy/sell strategy.
Investment Management
Our Investment Management approach combines rigorous selection criteria with ongoing asset evaluation, tailored portfolio construction to match your client profile, and proactive management with a disciplined buy/sell strategy.
Asset Liability Management
Our ALM process produces an overall risk/return assessment that is presented in quarterly meetings to develop actionable strategies.
Asset Liability Management
Our ALM process produces an overall risk/return assessment that is presented in quarterly meetings to develop actionable strategies.
Fixed Income Investing
EPG implements first-rate fixed-income investment recommendations to enhance returns, constructs portfolios consistent with your client profile, and actively manages the investment process with a buy/sell discipline.
Fixed Income Investing
EPG implements high-performance fixed-income investment recommendations to enhance returns, constructs portfolios consistent with your client profile, and actively manages the investment process with a buy/sell discipline.
Equity Investing
Our Equity Investing process uses comprehensive selection criteria and ongoing security evaluation, constructs portfolios consistent with your client profile, and actively manages the investment process with a buy/sell discipline.
Equity Investment
Our Equity Investing process uses comprehensive selection criteria and ongoing security evaluation, constructs portfolios consistent with your client profile, and actively manages the investment process with a buy/sell discipline.
Investment Management
Our Investment Management approach combines rigorous selection criteria with ongoing asset evaluation, tailored portfolio construction to match your client profile, and proactive management with a disciplined buy/sell strategy.
Investment Management
Our Investment Management approach combines rigorous selection criteria with ongoing asset evaluation, tailored portfolio construction to match your client profile, and proactive management with a disciplined buy/sell strategy.
"Understanding the changing community banking environment and developing actionable strategies – these are the challenges facing today’s community banking leaders. EPG delivers forward-looking advice to support senior management decision making."
Dave Thomas
President
Positioning You for Strategy Development
Featured Insights and Reports
