The Baker Group

The Baker Group LP, established in 1979, is an independently owned securities firm primarily focused on providing comprehensive financial advisory and investment portfolio management services to community financial institutions across the United States. The firm is dedicated to strengthening local communities by offering strategic balance sheet and investment solutions, emphasizing a customer-focused and industry-responsive approach with honest and insightful guidance.

Key services offered by The Baker Group include sophisticated Asset/Liability Management strategies, proprietary Software Solutions designed to enhance institutional performance, and extensive Investment Education programs. They also provide Fixed Income Services tailored to institutions' unique characteristics, offer Regulatory Compliance support, and operate a Public Finance Division that delivers financial advisory and underwriting services to municipalities nationwide. The firm prides itself on being an industry pioneer in asset/liability management.

With a commitment to in-house built and managed solutions, The Baker Group empowers its financial partners to better understand their investments and navigate complex market challenges. While their primary focus is on institutional investors, they also offer brokerage services for retail investors. Their expertise extends to analyzing market trends, including those impacting mortgage-backed securities, providing valuable insights to their client base.