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 more than three decades.

Banking

Investment Management

The Baker Group LP

The Baker Group LP's headquarters in Oklahoma City, OK, United States

The Trading and Risk Analysis team at The Baker Group LP specializes in managing investment portfolios and analyzing interest rate risks for community banks nationwide. Leveraging sophisticated software and extensive industry experience, the team conducts in-depth market analysis, executes trades, and provides data-driven insights to optimize investment strategies and minimize financial risks.

Trading and Risk Analysis

The Leadership Team at The Baker Group LP is responsible for setting the strategic direction, overseeing operations, and ensuring the alignment of the firm's resources to its core mission of providing unparalleled investment portfolio and interest rate risk management services to community banks. Comprising executives and senior leaders like the CEO, CFO, and various Vice Presidents and Managing Directors, this team drives the integration of software solutions and investment expertise, upholding the company's long-standing commitment to excellence and client service.

Leadership Team

The Associate Partners team at The Baker Group LP is a collective of highly experienced professionals specializing in investment portfolio management and interest rate risk strategies for community banks. They integrate bespoke software solutions with their extensive industry expertise to provide tailored advice and hands-on management, ensuring clients receive comprehensive and cohesive financial strategies without the need for outsourcing.

Associate Partners

The Management Team at The Baker Group LP oversees the company's strategic direction, ensures effective implementation of business operations, and upholds the company's commitment to providing integrated investment portfolio and interest rate risk management solutions to community banks. This team of experienced leaders drives company growth, manages resources, and maintains high-quality standards across all operations, in alignment with Baker's long-standing business principles.

Management Team

The Vice Presidents at The Baker Group LP are responsible for overseeing and managing key client relationships, providing expert advice on investment portfolio strategies, and ensuring effective interest rate risk management for community banks. They utilize the firm's proprietary software and integrate it with their extensive investment experience to deliver personalized, in-depth service that aligns with each client's financial goals. Their leadership and expertise play a crucial role in maintaining The Baker Group's reputation for integrity and excellence in the financial services industry.

Vice Presidents

The Account Management team at The Baker Group LP is responsible for maintaining and nurturing relationships with community banks and credit unions. This team of Account Executives and Analysts provides personalized investment portfolio and interest rate risk management services, ensuring clients effectively utilize Baker’s integrated resources and proprietary software solutions to achieve their financial goals.

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People (13)

Jobs (0)

Other teams

Leadership Team

Associate Partners

Management Team

Vice Presidents

Account Management

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People (13)

Jobs (0)

Other teams

Leadership Team

Associate Partners

Management Team

Vice Presidents

Account Management

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