Our Comprehensive Approach

Our analysis and strategy building help you meet your balance sheet management goals and objectives

THE COMPONENTS OF OUR WORK FOR YOU

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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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
  • jtragesser@epgadv.com
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