Broker-Dealer
Services

The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio management for community financial institutions.

For more than a third of a century, The Baker Group has been a partner with independent community financial institutions as we’ve navigated through some fascinating and challenging times. Recognized for its leadership, integrity, innovation, and results, the firm has demonstrated its ability to provide industry-responsive techniques of investment portfolio and interest rate risk management, financial strategies, and cutting-edge proprietary software and products.

Since 1979, we’ve helped our clients improve decision-making, manage... Click here for more information.

Software
Solutions

Software Solutions is The Baker Group’s proprietary family of four industry-responsive programs proven to help community financial institutions improve their performance.

Because interest rates can change in the blink of an eye, it is vital for financial institutions to have access to effective tools that enable them to make informed decisions, manage assets and liabilities, track results, and avoid problems.

Software Solutions is an integrated resource providing the following four distinct programs, each designed to help your financial institutions improve its performance.

By integrating interest rate risk and investment portfolio management, these programs enable your financial institutions to build a portfolio... Click here for more information.

Financial
Strategies

Every financial institution needs a strategy that guides both the large and small decisions that must be made on a daily basis.

Baker’s Financial Strategies Group has a commitment that is hard to beat — working with hundreds of community financial institutions throughout the nation to develop, implement, monitor, and update a financial strategy that is unique to each client.

Every institution has characteristics that are unique. There are no cookie-cutter, one-size-fits-all answers. But there are solutions when we mobilize the resources to help your institution achieve its financial goals.

The professionals of the Financial Strategies Group realize that the investment portfolio must be managed in the context of the... Click here for more information.