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 interest rate risk, and maximize investment portfolio performance. Our proven approach of total resource integration utilizes software and products developed by Baker’s Software Solutions combined with the firm’s investment experience and advice.