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EPG, INCORPORATED logo — An asset liability and investment advisory partner to commun...

EPG, INCORPORATED

An asset liability and investment advisory partner to community-based financial institutions.

Founded 1996 United States Framingham, United States 11 employees Financial Services

General Information

Company Name EPG, INCORPORATED
Founded Year 1996
Location United States Framingham, United States
Employees 11
Industries Financial Services
Social

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About EPG, INCORPORATED

EPG, INCORPORATED is a financial services company that has been offering asset liability management services and investment advisory expertise to community-based financial institutions for over 25 years. As an SEC registered investment advisor, EPG is committed to providing actionable balance sheet strategies that encompass all elements of the balance sheet, from loan mix and pricing to relevant investment recommendations. The company, founded in 1996, is based in the United States. EPG, INCORPORATED has established itself as a trusted partner to community banking institutions, offering comprehensive and client-centered services tailored to the specific needs of each client. With a strong emphasis on expertise and experience in the industry, EPG has positioned itself as a go-to partner for institutions seeking robust asset liability management and investment advisory services. As of now, there is no publicly available information regarding the company's last investment and investors. However, given the company's extensive experience and reputation, it is poised to attract potential investors interested in the financial services sector. EPG's dedication to serving community-based financial institutions and its track record in delivering effective strategies positions it as a promising investment opportunity in the financial services industry.

Business keywords: Asset Liability Management, Investment Advisory, Financial Institutions, Community Banking, SEC Registered Investment Advisor, Balance Sheet Strategies, Fixed Income, Equity Advisers, Strategic Planning, Financial Modeling

No funding data available for EPG, INCORPORATED yet.

EPG, INCORPORATED Alternatives & Competitors

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EPG, INCORPORATED vs
Commerce Street Holdings, LLC
Commerce Street Holdings, LLC United States

The holding company for Commerce Street Capital, Commerce Street Investment Management and Commerce...

52 employees
Finance, Financial Services
EPG, INCORPORATED vs
Griffin Asset Management
Griffin Asset Management United States

We are an SEC Registered Investment Advisory Firm dedicated to enhancing our clients'​ financial sec...

12 employees
Financial Services
EPG, INCORPORATED vs
Baobab Wealth Management
Baobab Wealth Management United States

Growing Old is Mandatory. Doing It Well Is Optional.

2 employees
Financial Services, Wealth Management
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FAQ About EPG, INCORPORATED

An asset liability and investment advisory partner to community-based financial institutions.
EPG, INCORPORATED was founded in 1996.
EPG, INCORPORATED is headquartered in Framingham, United States.
EPG, INCORPORATED operates in Financial Services. Its work centres on Asset Liability Management, Investment Advisory, Financial Institutions and Community Banking.
EPG, INCORPORATED has approximately 11 employees.
Top alternatives and competitors to EPG, INCORPORATED include Commerce Street Holdings, LLC, Griffin Asset Management, Baobab Wealth Management, SouthState | DuncanWilliams, Strategic Financial Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
EPG, INCORPORATED and Commerce Street Holdings, LLC are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for EPG, INCORPORATED, https://bouncewatch.com/company/epg-incorporated, updated 29 November 2024. When citing, please name BounceWatch and link this page.

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