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Client-based Solutions for Financial Institutions
to Achieve High Performance

Upcoming Events: Seminars, Webinars, Conference Calls, and Schools

Customer Focused/Industry Responsive

We’​re problem solvers, focused on providing honest and insightful guidance to our partners through strategic balance sheet and investment solutions.

Watch Our Company Introduction Video

Independent

Our service and software solutions are built and managed in-house, never outsourced.

Full Service

We continue to expand our services to accommodate new challenges and opportunities.

Industry Pioneers

We wrote the book on asset/liability management, and we’re still innovating today.

Empowering

Our online/offsite learning tools help our financial partners better understand their investments.

Meeting Client Needs

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Asset/Liability Management

The Baker Group helps you stay focused on the future with our strategy and consulting services.

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Software Solutions

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

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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.

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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.

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Regulatory Compliance

The Baker Group offers regulatory support by providing the following: preexamination reviews and packets, policy reviews, and board/ALCO training and education.

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Public Finance

The Baker Group’s Public Finance Division provides financial advisory and comprehensive underwriting services for municipalities across the country.

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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

Articles & Insights

The Rise of Municipal Tender Offers

By Dana Sparkman

Bond refinancings or “refundings” are used by municipalities to save debt service costs on outstanding bonds or to modify certain bond covenants or financing terms.…
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Back to the Future: Understanding the Benefits of ALM Backtesting

By Matt Harris

Backtesting Your Interest Rate Risk Model Throughout 2023, regulatory bodies have advised community financial institutions to undertake more extensive interest rate risk (IRR) management procedures.…
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Baker Market Update

Baker Market Update
2023-12-01

By Andrea Pringle

Treasury yields are down again this week on softening economic data and well-received Treasury sales. In fact, the 10-year fell during the month of November…
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Baker Market Update
2023-11-24

By Andrea Pringle

The holiday week was short but not without news. An impressive 20-year Treasury auction on Monday kicked off the week with vigor. Decent demand for…
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The Week Ahead

The Week Ahead
Dec 4-8, 2023

By Ryan Hayhurst

Click Here to Watch Video Presented by: Ryan Hayhurst – President Ryan@GoBaker.com 800.962.9468
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The Week Ahead
Nov 27-Dec 1, 2023

By Ryan Hayhurst

Click Here to Watch Video Presented by: Ryan Hayhurst – President Ryan@GoBaker.com 800.962.9468
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1601 NW Expressway, 21st Floor
Oklahoma City, OK 73118

Phone: 405.415.7200
Toll-Free: 800.937.2257
Fax: 405.415.7392

Questions? Contact us today
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