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The Baker Group
 
 
Profile: 

Most every industry has a company recognized for its leadership, integrity, innovation and results. The Baker Group is that company—nationally recognized for its ability to provide industry-responsive portfolio management, financial strategies and Software Solutions*. For more than 25 years, we’ve helped our clients improve decision-making, manage interest rate risk and maximize investment portfolio performance.

The Baker Group. Be your best with these totally integrated software, financial strategy and portfolio management capabilities:

Portfolio Management

   * Broker / Dealer Services

Software Solutions

   * IPA: Investment Portfolio Accounting
   * APM: Advanced Portfolio Monitor®
   * IRRM®: Interest Rate Risk Monitor
   * BSM®: Balance Sheet Monitor®

Financial Strategies Group

   * Strategic Planning
   * Regulatory Compliance and Policy Education
   * Investment Seminars
   * Quarterly Investment Strategies
   * Updated Investment and Asset/Liability Policies
   * Regular Online Educational Sessions
Overview: 

Since 1979, the Baker Group has provided investment portfolio and interest rate risk management to community banks nationwide. Our approach of total resource integration utilizes software and products developed by Baker's Software Solutions along with the firm's investment experiences and advice. One phone call allows you to discuss both your interest rate risk and investment portfolio strategy. No outsourcing here - while other brokers/dealers talk the talk, The Baker Group continues to practice what it has preached for almost three decades.


 
 
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