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.
Our Services
Asset Liability Management
EPG provides analysis and interpretation of your interest rate risk position by various scenarios that incorporate your institution’s strategic business goals and financial data.
Fixed Income Investing
EPG implements tailored 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.
Investment Management
EPG offers equity portfolio management that is results-focused and aligns with your strategic business objectives, tailored to your risk profile.
