Hands-on guidance Professional advice for institutions and foundations

EP Institutional Consulting Group Max Perez, John Thomas Engfer, Jose E. Chaves

EP Institutional Consulting Group


phone

787-250-3266
787-773-3837





address

American International Plaza
250 Munoz Rivera Avenue
San Juan, PR 918



Your organization has many responsibilities—to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.

We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to us about how we can help support you in your fiduciary role.


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Building an investment plan

Building an investment plan

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