Service Offerings

Investment Management

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

Fixed Income Investing

EPG provides results-oriented fixed income strategies that are fully integrated with your institution’s needs and guided by our attention to your unique risk profile and portfolio objectives.

Equity Investing

EPG offers equity portfolio management that is performance driven and complements your strategic/business objectives.

Asset Liability Management

Utilizing your institution’s strategic business goals, financial data, and our comprehensive process of assumption building, EPG provides interpretation and analysis of your institution’s various interest rate risk and related return scenarios.