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)
What Can History Tell Us About Balance Sheet and Margin Management in 2023 for Credit Unions?
Baker Market Update
2023-02-03
Baker Market Update
2023-01-27
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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