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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 Clients’ 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 Importance of Asset Pricing and ALM Strategy for Credit Unions

By Andrew Okolski

As if navigating the 2008 Housing Crisis and 2020 Global Pandemic weren’t enough, credit unions now face the most feared economic monster of all –…
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The Importance of Asset Pricing and ALM Strategy for Banks

By Andrew Okolski

As if navigating the 2008 Housing Crisis and 2020 Global Pandemic weren’t enough, banks now face the most feared economic monster of all – inflation.…
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Baker Market Update

Baker Market Update
2022-08-05

By Jeffrey Caughron

In the last forty-five days, the yield on the 10yr T-Note has traded in a 100bps range, from a low of 2.51% to a high…
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Baker Market Update
2022-07-29

By Jeffrey Caughron

Financial markets are very good at discounting future events. The anticipatory pricing-in of expected future Fed policy changes, for example, is already baked in the…
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1601 NW Expressway, 20th Floor
Oklahoma City, OK 73118-1466

Phone: 405.415.7200
Toll-Free: 800.937.2257
Fax: 405.415.7392

Questions? Contact us today
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