EPG is an essential strategist, advisor and partner to community-based financial institutions.

Client-Focused

Our advice is based upon a clear understanding of your strategic issues, your business model, and the relationship between the two.

Integrated

Combining Asset Liability and Investment Portfolio Management drives a more integrated approach.

Actionable

Realistic strategies that can be implemented today.

Your Business Environment is Constantly Evolving. Are You Prepared?

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.

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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.

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Equity Investing

EPG offers equity portfolio management that is performance-driven and complements your strategic/business objectives consistent with your risk profile.

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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.

We Deliver Results

GET IN TOUCH
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ABOUT EPG, INC.

EPG, Inc. is a trusted partner to the community banking industry for over two decades, providing comprehensive Asset Liability Management services integrated with client-centered investment advisory expertise. EPG, Inc. is a registered SEC advisor.

OUR OFFICES
  • 60 William Street, Suite 300
    Wellesley, MA 02481
  • 1-800-535-4544
  • ddube@epgadv.com
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