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Client-based Solutions for Financial Institutions
to Achieve High Performance

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.

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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

Thoughts on the Effects of Silicon Valley Bank and Related Events

By Jeffrey Caughron

Overview: The speed and magnitude of Fed rate hikes has been unprecedented, and we have emphasized that if continued it would likely force something to…
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What the MIP Cut Means to MBS Investors

By Andrea Pringle

The Federal Housing Administration (FHA) recently announced a decrease to the annual premium charged to borrowers with FHA-backed loans. The reduction goes into effect for…
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Baker Market Update

Baker Market Update
2023-03-17

By Jeffrey Caughron

Today is the first anniversary of the Fed’s initial rate hike in its campaign to crush inflation, and it’s Saint Patrick’s Day as well. Perfect…
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Baker Market Update
2023-03-10

By Dale Sheller

As Ferris Bueller once wisely said “Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.”…
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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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