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.

Strategic Advisory Services

Through our strategic alliance with FinPro, The Baker Group assists clients in building long-term shareholder value. We serve our clients by providing institution-specific advice. Our top priority is unlocking maximum value for a company and its stockholders.

Regulatory Compliance

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

Software Solutions

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

Public Finance

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

Investment Education

Since 1979, we have used our expertise to share the latest information in a way that’s timely and accessible. The Baker Group provides numerous online and on-site educational tools to help empower our clients and the communities they serve.