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.

Whether yours is a loan-driven suburban institution or an ag-lender with seasonal liquidity dynamics, The Baker Group’s approach to fixed income portfolio management helps you develop and execute a tailored strategy that is adaptable to changing market conditions. Security selection is based on the best relative value for your institution and balance sheet, and The Baker Group’s trading desk brings you that value.

Fixed Income Sales & Trading

Efficient execution of trades is a necessity. Once an institution-specific strategy has been developed, our traders filter the street for the best bonds that fit ...

Investment Strategy Development

Every portfolio manager needs an investment strategy, and the strategy development process is one that should not be done in a vacuum. The Baker Group ...