Expertise and Impact

By consistently applying our expertise and experience to a client- focused and disciplined investment management process, we maximize the value of your portfolio

Through a communication-centered service model, EPG works with its clients to continually understand the financial institution’s risk/return objectives and the company profile from which those objectives need to be met. By providing a quarterly ALM modeling service which fully meets not just regulatory mandate, but also strategic objectives of the financial institution, EPG helps amplify the productivity of the client’s in-house talent. Balance sheet mix, loan and deposit pricing, and development and ongoing assessment of performance metrics are all part of the reporting and strategy presentation which EPG provides to the client.