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The Baker Group Is COMMITTED to COMMUNITY Financial Institutions

The Baker Group remains committed to supporting community financial institutions, the banking associations that advocate for them, and our shared mission of strengthening local communities across America. We are customer focused and industry responsive, providing honest and insightful guidance through strategic balance sheet and investment solutions. Read more...

Customer Focused/Industry Responsive

We’re problem solvers, focused on providing honest and insightful guidance to our partners through strategic balance sheet and investment solutions.

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Independent

Our service and software solutions are built and managed in-house, never outsourced.

Full Service

We continue to expand our services to accommodate new challenges and opportunities.

Industry Pioneers

We wrote the book on asset/liability management, and we’re still innovating today.

Empowering

Our online/offsite learning tools help our financial partners better understand their investments.

Meeting Client Needs

Asset/Liability Management

The Baker Group helps you stay focused on the future with our strategy and consulting services.

Software Solutions

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

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.

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.

Regulatory Compliance

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

Public Finance

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

Retail Investors

The Baker Group makes available to its retail investors two levels of brokerage services: a traditional full-service brokerage relationship and a limited self-directed service relationship. For additional information about these services, refer to our Client Relationship Summary.

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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Upcoming Events: Seminars, Webinars, Conference Calls, and Schools

Customer Focused/Industry Responsive

Independent

Full Service

Industry Pioneers

Empowering

Meeting Client Needs

Asset/Liability Management

Software Solutions

Investment Education

Fixed Income Services

Regulatory Compliance

Public Finance

Retail Investors

News

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