The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio management and asset/liability services for community financial institutions.
For nearly a third of a century, The Baker Group has been a partner with community banks as they’ve navigated through some fascinating and challenging times. Recognized for its leadership, integrity, innovation, and results, the firm has demonstrated its ability to provide industry-responsive techniques of investment portfolio and interest rate risk management, financial strategies, and cutting-edge proprietary software and products.
Since 1979, The Baker Group has helped client banks improve decision-making, manage interest rate risk, and maximize investment portfolio performance. Our proven approach of total resource integration utilizes software and products developed by Baker’s Software Solutions combined with the firm’s investment experience and advice.
Regardless of your bank’s needs with respect to investments and financial strategies, The Baker Group is ready to assist. Our representatives can help in the areas of:
Investment Strategies and Transactions
Director Education on Investments and Interest Rate Risk
Reviews of Investment and Asset/Liability Processes
Regulatory Compliance and Policy Development
Online Strategy and Outlook Sessions
Doug McQueen, Chairman of The Baker Group believes,Every community bank is different and there is no cookie-cutter approach to investment management. Our clients get tailored investment advice based on the unique characteristics of their bank.”