Customer Focused/Industry Responsive
A leader in asset/liability management for community financial institutions since 1979.
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 asset management today.
Empowering
Our online and offsite learning tools help our financial partners better understand their investments.
We’re problem solvers, focused on providing honest and insightful guidance to our partners through strategic balance sheet and investment solutions.
Meeting Clients’ Needs
Asset/Liability Management
The Baker Group helps you stay focused on the future with our strategy and consulting services.
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.
Strategic Advisory Services
Through our strategic alliance with FinPro, The Baker Group assists clients in building long-term shareholder value. We serve our clients by providing institution-specific advice. Our top priority is unlocking maximum value for a company and its stockholders.
Regulatory Compliance
The Baker Group offers regulatory support by providing the following: preexamination reviews and packets, policy reviews, and board/ALCO training and education.
Software Solutions
Software Solutions is The Baker Group’s proprietary family of industry-responsive programs proven to help community financial institutions improve their performance.
Public Finance
The Baker Group’s Public Finance Division provides financial advisory and comprehensive underwriting services for municipalities across the country.
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.
Our Philosophy
We take pride in providing our financial partners the support they need to reach their highest potential.
Baker Actualization is our comprehensive, consultative approach to help your financial institution maximize its performance across all areas of your organization. From the services we provide to our customized solutions and guidance, Baker Actualization is at the core of everything we do.
Our Philosophy
We take pride in providing our financial partners the support they need to reach their highest potential.
Baker Actualization is our comprehensive, consultative approach to help your financial institution maximize its performance across all areas of your organization. From the services we provide to our customized solutions and guidance, Baker Actualization is at the core of everything we do.
Education
Seminars | Webinars | Podcasts | Articles | Blogs
