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Our Services

Today, The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and interest rate risk management for community financial institutions nationwide. After decades of industry service, The Baker Group continues to grow and adapt in order to better serve their financial partners.

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.

Software Solutions

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

Regulatory Compliance

The Baker Group offers regulatory support by providing the following: preexamination reviews and packets, policy reviews, and board/ALCO training and education.

Investment Education

The Baker Group provides numerous online and on-site educational tools to help empower our clients and the communities they serve.

Public Finance

The Baker Group’s Public Finance Division provides financial advisory and comprehensive underwriting services for municipalities across the country.

News

ALM in 2023: Revisiting Economic Value of Equity (EVE)

Bank balance sheets were adversely affected in multiple ways by the speed and magnitude of the rising rate environment in 2022. Most noticeable was the…
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What Can History Tell Us About Balance Sheet and Margin Management in 2023 for Credit Unions?

The global pandemic set into motion a series of historically unprecedented economic policies. Massive amounts of liquidity and stimulus from policymakers enabled a fast recovery,…
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Baker Market Update
2023-02-03

This week Punxsutawney Phil was back at it again celebrating Groundhog Day with thousands in Pennsylvania on Thursday. Unfortunately for us, Phil saw his shadow…
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Baker Market Update
2023-01-27

Former Fed Chairman Alan Greenspan once observed that asset price bubbles go up very slowly, then when you least expect it, they reverse very sharply.…
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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

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