The Baker Group LP
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Overview
Tagline Brand's website · 2026-11-08
The Baker Group LP is an independently owned securities firm providing investment portfolio, asset/liability management, interest rate risk management, and related services for community financial institutions.
Description Brand's website · 2026-11-08
The Baker Group is a financial partner serving community financial institutions nationwide. Founded in 1979, it provides strategic balance sheet and investment solutions, software, education, regulatory support, fixed-income services, public finance, and brokerage services.
Identity
Mission Brand's website · 2026-11-08
To support community financial institutions and help strengthen local communities through customer-focused, industry-responsive guidance and strategic balance sheet and investment solutions.
Founders & leadership Brand's website · 2026-11-08
Carl W. Huxley, Managing Partner and CEO; Ryan W. Hayhurst, Managing Partner and President; Phil Stenseth, CFA, Managing Partner and Chairman of the Board; Kathryn A. Phillips, Managing Partner, CFO and COO; Brian Affolder, Managing Partner; Mark D. Baumann, Managing Partner and Director of Sales; John D. Bloss, Managing Partner; Taylor Currie, Managing Partner; Gerry Hart, Managing Partner; Ronald Hill, Managing Partner; Jantz H. Kinzer, Managing Partner; Jeff Oakes, Managing Partner.
Website Brand's website · 2026-11-08
https://gobaker.com
Voice & tone Brand's website · 2026-11-08
Customer-focused, industry-responsive, honest, insightful, educational, and strategic.
Founded Brand's website · 2026-11-08
1979
Headquarters Brand's website · 2026-11-08
1601 NW Expressway, 21st Floor, Oklahoma City, OK 73118, United States
Parent ownership Brand's website · 2026-11-08
Independently owned securities firm. The Baker Group LP is the sole authorized distributor for products and services developed and provided by The Baker Group Software Solutions, Inc.
Offerings
Problem solved Brand's website · 2026-11-08
Helps community financial institutions improve decision-making, manage interest rate and liquidity risk, optimize investment portfolios, address regulatory requirements, and improve overall balance sheet performance.
Core capabilities Brand's website · 2026-11-08
- Asset/liability management strategy and consulting
- Interest rate risk management
- Investment portfolio management and evaluation
- Fixed-income investment services
- Strategic balance sheet consulting
- Proprietary software solutions for portfolio and risk management
- Investment education through seminars, webinars, conferences, and schools
- Regulatory compliance support, including pre-examination reviews, policy reviews, and board/ALCO training
Products / SKUs Brand's website · 2026-11-08
- Baker Group proprietary software solutions
- Fixed-income investment products and services
- Asset/liability management solutions
- Public finance advisory and underwriting services
- Full-service brokerage services
- Limited self-directed brokerage services
- Investment education programs
Audience
Target industry Brand's website · 2026-11-08
Financial services, particularly community banking, credit unions, securities, and municipal public finance.
Customer base Brand's website · 2026-11-08
Community banks, credit unions, other community financial institutions, municipalities, and retail investors.
Ideal customer profile Brand's website · 2026-11-08
Community financial institutions nationwide seeking investment portfolio management, asset/liability management, interest rate risk management, strategic balance sheet guidance, regulatory support, education, and fixed-income services.
Use cases Brand's website · 2026-11-08
- Managing investment portfolios and overall balance sheets
- Evaluating and managing interest rate and liquidity risk
- Developing investment and asset/liability strategies
- Improving asset pricing, funding costs, margins, and portfolio performance
- Preparing for regulatory examinations and reviewing policies
- Training boards and ALCOs
- Providing investment and regulatory education
- Advising municipalities and underwriting public finance transactions
Customer outcomes Brand's website · 2026-11-08
- Improved financial decision-making
- Better management of interest rate risk
- Improved investment portfolio performance
- Improved balance sheet performance
- Support for regulatory compliance and examinations
- Greater access to timely and accessible investment education
- Strategies tailored to each institution's characteristics, objectives, and risk requirements
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Claim The Baker Group LP — free →Page last updated 2026-11-08.