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.

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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.

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Equity Investing

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

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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.

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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
  • ddube@epgadv.com
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