EPG, INCORPORATED Employee Directory
BankingMassachusetts, United States11-50 Employees
For more than 25 years, EPG, Incorporated has served community banking institutions by delivering asset liability management services integrated with investment advisory expertise tailored to clients. As an SEC-registered investment adviser, the firm maintains a formal regulatory framework. Its approach emphasizes actionable balance sheet strategies that consider all components of the balance sheet, including loan mix and pricing alongside relevant investment recommendations. Based in Framingham, Massachusetts, the firm operates with a small to mid-sized team and targets community banks and similar institutions. Its services blend asset liability management with investment advisory input to translate balance sheet considerations into practical strategies, covering loan mix, pricing, and suitable investment recommendations.