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.
Our service and software solutions are built and managed in-house, never outsourced.
We continue to expand our services to accommodate new challenges and opportunities.
We wrote the book on asset/liability management, and we’re still innovating today.
Our online/offsite learning tools help our financial partners better understand their investments.
Meeting Clients’ Needs
The Baker Group offers regulatory support by providing the following: preexamination reviews and packets, policy reviews, and board/ALCO training and education.
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.
1601 NW Expressway, 21st Floor
Oklahoma City, OK 73118