Client-based solutions to
achieve high performance
Foresight for financial institutions.
We provide it today, so you can focus on tomorrow.

Upcoming Quarterly Conference Call Webinar

Credit Union Strategies for 2nd Quarter Webinar

Thursday, Apr 16, 2020 – 10:30 a.m. CDT

Customer Focused/Industry Responsive

A leader in asset/liability management for community financial institutions since 1979.

The Baker Group takes the health and well being of our employees and clients seriously. Like you, we’re closely monitoring the quickly developing effects of the Coronavirus (COVID-19) pandemic. We want to assure you that The Baker Group takes our responsibilities seriously with respect to emergency preparedness. Please click here to read more and to have a copy for your records.

01

Independent

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

02

Full Service

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

03

Industry Pioneers

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

04

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’s comprehensive approach is designed to help your financial institution maximize its performance across every area of your organization. From the services we provide to our customized solutions and guidance, Baker’s philosophy is at the core of everything we do.

Our Focus is You

Our Philosophy

We take pride in providing our financial partners the support they need to reach their highest potential.

Baker’s comprehensive approach is designed to help your financial institution maximize its performance across every area of your organization. From the services we provide to our customized solutions and guidance, Baker’s philosophy is at the core of everything we do.

Our Focus is You

Education

Seminars | Webinars | Podcasts | Articles | Blogs

Client Education Seminar Series
Client Education Webinar Series
Baker Market Update