Our Comprehensive Approach
Our analysis and strategy building help you meet your balance sheet management goals and objectives.
EPG, Inc. provides a comprehensive suite of services for all your investment advisory management needs.
Comprehensive Services:
Forecasting
Interest Rate Risk Management
Investing
Investment Porfolio Management
Management
Economic Rate Outlook
Balance Sheet Analysis
Interest Rate Risk Simulation
“EVE” Modeling
Liquidity/Funding Review and Forecasting
Capital Assessment and Forecasting
Budget/Business Plan Financial Forecasting
Investment Portfolio Advisory
Support
Exam Preparation Support
Board Education
Policy Review and Development
Liquidity and Capital Stress Testing
Project-Specific Modeling
Documentation Support
Robust Communication Model
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Understanding the challenges facing community-based financial institutions, we provide expert guidance needed to navigate any financial climate.