“The Advisor” offers EPG’s insights on economic and regulatory landscapes, interest rates, ALM strategy and tactics, and equity and fixed income portfolio management.


EPG contributes thought leadership articles to industry publications on issues ranging from economic environment to board education.


EPG advisors are frequent speakers at industry events and produce educational and insightful videos.

Sample Reports

As an introduction to the resources EPG provides our clients, we have compiled various sample reports.

EPG’s Insight

EPG is dedicated to providing their clients with thought-provoking pieces, as well as our take on the financial impact of current events.

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.

  • 205 Newbury Street, Suite 403
    Framingham, MA 01701
  • 1-800-535-4544
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