Investment Management Recommendations
Built with Your Team In Mind
EPG, Inc. offers tailored investment management services focused on enhancing overall returns while aligning with your specific risk profile and portfolio objectives. Our process includes a thorough pre-purchase rationale, strategic idea implementation, precise trade execution, and ongoing management to ensure that your investments remain optimal and compliant with your goals.
How We Present and Implement Our Recommendations
EPG works with you to implement investment recommendations designed to enhance overall returns.
1. Pre-Purchase Rationale
A pre-purchase rationale outlining the suitability of an investment recommendation to your specific risk profile and portfolio objectives is submitted for your approval. Pre-purchase documentation also consists of relevant security information, which may include security descriptions, earnings estimates, yield analysis and other pertinent data.
2. Idea Implementation
Upon approval, EPG analyzes the market for the most appropriate time to implement an investment recommendation. Utilizing a list of approved brokers, EPG begins a competitive bidding process that ensures best execution price.
3. Trade Execution and Settlement
EPG executes the investment recommendation and forwards all relevant information to you and your custodian. EPG then works with you, your custodian and the broker to facilitate successful security delivery and settlement.
4. Ongoing Management
Our investment process does not end with settlement. On an ongoing basis, EPG manages your investment to ensure:
- The security still meets the original objectives
- The security represents the best
- deployment of funds The security still ‘serves its purpose’ as it relates to the entire portfolio
- The security complies with policies and fits within your risk profile
"It's essential that a team approach is the cornerstone of investment management to ensure deep experience is applied to the client portfolio."
Nick Papageorge
Assistant Vice President, Portfolio Manager Associate
Preview Our Asset Liability Services
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Preview Our Asset Liability Services
Enter your information to preview a sample report showcasing the insights and support we offer community-based financial institutions.
Investment Management Insights
