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:


Interest Rate Risk Management


Investment Porfolio 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


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.