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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.


As financial institutions face unprecedented times, The Baker Group is ready with tools and services to help maximize the performance of your institution. That’s why we’re offering new clients our Software Solutions* service package for a six-month free trial. Not only will you have access to our latest market research and insight from our Financial Strategies Group, you’ll be included in all of our webinars. There you’ll hear the latest Information on the economy and how it could impact your institution and its investment portfolio.


Baker’s Software Solutions* Service Package Includes:

Asset/Liability Analysis – Interest Rate Risk Monitor (IRRM®)

Your management team will find that The Baker Group’s quarterly review of the loan and deposit information outlined in the Interest Rate Risk Monitor and Asset Liability Analysis is an effective tool in managing your risk and performance.

Bond Accounting – Baker Bond Accounting® (BBA)

The Baker Group will provide you with accurate, easy-to-read reports delivered electronically to you each month.

Investment Analysis – Advanced Portfolio Monitor (APM®)

The Advanced Portfolio Monitor is a key monthly report that we utilize to help you measure, monitor, and manage the overall risk and performance of your investments.

Balance Sheet Liquidity – Dynamic Liquidity Monitor (DLM)

The Dynamic Liquidity Monitor allows users to simulate multiple “what if” scenarios to assess impacts on balance sheet liquidity. It is effectively a dynamic “sources and uses” model that enables you to adjust assumptions on a variety of things.

To obtain the resources you need to maximize the performance of your financial institution, contact our Financial Strategies Group at 800.937.2257, or

*The Baker Group, LP is the sole authorized distributor for the products and services developed and provided by The Baker Group Software Solutions, Inc.


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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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