Upcoming Events: Seminars, Webinars, Conference Calls, and Schools
The Baker Group Is COMMITTED to COMMUNITY Financial Institutions
The Baker Group remains committed to supporting community financial institutions, the banking associations that advocate for them, and our shared mission of strengthening local communities across America. We are customer focused and industry responsive, providing honest and insightful guidance through strategic balance sheet and investment solutions.
Meeting Client Needs
Asset/Liability Management
The Baker Group helps you stay focused on the future with our strategy and consulting services. Read more...
Software Solutions
Software Solutions is The Baker Group’s proprietary family of industry-responsive programs proven to help community financial institutions improve their performance. Read more...
Investment Education
Since 1979, we have used our expertise to share the latest information in a way that’s timely and accessible. The Baker Group provides numerous online and on-site educational tools to help empower our clients and the communities they serve. Read more...
Fixed Income Services
Your financial institution and its balance sheet are unique, and the specific investment strategy that makes sense for you should reflect your institution’s unique characteristics. Read more...
Regulatory Compliance
The Baker Group offers regulatory support by providing the following: preexamination reviews and packets, policy reviews, and board/ALCO training and education.
Public Finance
The Baker Group’s Public Finance Division provides financial advisory and comprehensive underwriting services for municipalities across the country. Read more...
Retail Investors
The Baker Group makes available to its retail investors two levels of brokerage services: a traditional full-service brokerage relationship and a limited self-directed service relationship. For additional information about these services, refer to our Client Relationship Summary.
News
Concentration Risk Management: A Modern Framework for Community Banks
Concentration Risk Management: A Modern Framework for Credit Unions
Baker Market Update 2025-12-12
Baker Market Update 2025-12-05
The Week Ahead Vlog Dec 8-12, 2025
The Week Ahead Vlog Dec 1-5, 2025
1601 NW Expressway, 21st Floor
Oklahoma City, OK 73118
Phone: 405.415.7200
Toll-Free: 800.937.2257
Fax: 405.415.7392
Check the background of this firm and your investment professional on FINRA’s Brokercheck.