Financial Strategies

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

The Baker Group'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.

Focused on the Future

The professionals of the Financial Strategies Group realize that the investment portfolio must be managed in the context of the financial institution’s overall growth and business strategies. The Financial Strategies Group has decades of experience in virtually all areas of financial management of community-based financial institutions. We work with your board of directors and senior management to assist in the development of strategic plans that guide them toward accomplishing their objectives.

The big picture is sometimes hard to see when a million smaller issues keep popping up. Baker will help you stay focused on the future with our strategic planning services—designed to help you achieve your goals both today, and tomorrow.

Regulatory Compliance

The Regulatory climate seems to change almost daily. This means that keeping policies and processes updated has become a full-time job.

The Financial Strategies Group understands this dilemma. This is why we specialize in regulatory compliance for both interest rate risk and investments. It is our job to stay on top of changing regulations so that your financial institution is always prepared. Plus, we help you understand the regulatory environment through our ongoing educational programs throughout the year.

Specialized Services

Regardless of your needs in the area of financial strategies, The Baker Group is ready to assist. Our Financial Strategies Group can help your institution in the areas of:

  • Investment strategy development
  • Regulatory compliance and policy updates
  • Investment education
  • Asset/Liability reporting and process review
  • Online strategy and outlook sessions
  • Strategic planning