Your business environment is constantly evolving. Are you prepared?
Our active Equity Investing process consists of comprehensive selection criteria and ongoing security evaluation.
Our buy discipline begins with:
Your portfolio is constructed from selected securities consistent with your client profile and is structured to consist of:
Quality, growth-oriented issues positioned for short-term gains realization.
High quality Mid-Cap names that represent less mature, more growth-oriented companies included for their appreciation and total return potential.
Large-Cap names characterized by strong core earnings, strong balance sheets, attractive dividend yields, solid management, dominant market share and proven track records.
EPG actively manages the investment process by employing a buy/sell discipline based on:
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Understanding the challenges facing community-based financial institutions, we provide expert guidance needed to navigate any financial climate.