The Baker Group
Portfolio Management & Asset / Liability Strategies. The Baker Group has always held a leadership role in presenting asset/liability and investment management educational programs for community financial institutions.
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
Address: 1601 NW Expressway, 20th Floor, Oklahoma City, OK 73118, USA
Phone: +1 405 415 7200
FAX: +1 405 415 7392
