Municipality Portfolio Management

The Baker Group can assist municipalities, schools, and other public entities with analytics, reporting, and investment products and services tailored specifically to their needs.

We take the time to learn about your community, your portfolio, and your investment policy. We listen to your concerns, future financing requirements, and your community’s objectives.

We know that only when we understand your situation and your objectives, can we help.

Strategic planning, cash flow management, and investment recommendations provided with strict policy adherence are the pillars of our approach to municipal portfolio management.

The Baker Group provides:

  • Investments consistent with your investment policy
  • Monthly bond accounting reports and monitoring
  • Bond analytics through the Advanced Portfolio Monitor
  • Risk/reward profile reporting
  • Future cash flow reports
  • Municipal credit analysis
  • Bond trading and bond simulation analysis