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The Baker Group Seminar LogoThe Baker Group has always held a leadership role in presenting asset/liability and investment management educational programs for community financial institutions. Now more than ever, it is essential that financial institutions achieve a higher level of knowledge and understanding in these critical areas. We are dedicated to helping our clients with broad based educational tools and resources beginning with our seminars, webinars, training sessions, and speaking events. Baker strategists design and deliver seminars that focus on the most important and timely topics as well as fundamental concepts relating to interest rate risk and investments. Our emphasis on client education is a big part of our firm’s history and culture.

The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio management for community financial institutions.

For nearly a third of a century, The Baker Group has been a partner with independent community financial institutions as we’ve navigated through some fascinating and challenging times. Recognized for its leadership, integrity, innovation, and results, the firm has demonstrated its ability to provide industry-responsive techniques of investment portfolio and interest rate risk management, financial strategies, and cutting-edge proprietary software and products.

Since 1979, we’ve helped our clients improve decision-making, manage…more


Software Solutions is The Baker Group’s proprietary family of four industry-responsive programs proven to help community financial institutions improve their performance.

Because interest rates can change in the blink of an eye, it is vital for financial institutions to have access to effective tools that enable them to make informed decisions, manage assets and liabilities, track results, and avoid problems.

Software Solutions is an integrated resource providing the following four distinct programs, each designed to help your financial institutions improve its performance.

By integrating interest rate risk and investment portfolio management, these programs enable your financial institutions to build a portfolio…more


Every financial institution needs a strategy that guides both the large and small decisions that must be made on a daily basis.

Baker’s Financial Strategies Group has a commitment that is hard to beat — working with hundreds of community financial institutions throughout the nation to develop, implement, monitor, and update a financial strategy that is unique to each client.

Every institution has characteristics that are unique. There are no cookie-cutter, one-size-fits-all answers. But there are solutions when we mobilize the resources to help your institution achieve its financial goals.

The professionals of the Financial Strategies Group realize that the investment portfolio must be managed in the context of the…more