Our Services

Creating financial solutions to maximize your returns.

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.


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.


Equity Investing

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


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.


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.

  • 60 William Street, Suite 300
    Wellesley, MA 02481
  • 1-800-535-4544
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