Fixed Income Investing
Your business environment is constantly evolving. Are you prepared?
EPG works with you to implement high-performance fixed-income investment recommendations designed to enhance overall returns.
Our process begins with:
Your portfolio is constructed from our selected securities consistent with your client profile.
Highest-rated, shortest-dated fixed income securities that provide near-term liquidity.
Total Return Holdings
Highest quality fixed income securities that have the potential for gains realization prior to maturity.
High quality securities characterized by incremental yield for maturity, credit, or option risk with the likelihood of being held to maturity.
EPG actively manages the investment process by employing a buy/sell discipline based on:
Schedule A Meeting
Understanding the challenges facing community-based financial institutions, we provide expert guidance needed to navigate any financial climate.