{"name":"The Baker Group LP","domain":"gobaker.com","url":"https://optimly.ai/brand/the-baker-group-lp","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To support community financial institutions and help strengthen local communities through customer-focused, industry-responsive guidance and strategic balance sheet and investment solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://gobaker.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Customer-focused, industry-responsive, honest, insightful, educational, and strategic.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1979","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"1601 NW Expressway, 21st Floor, Oklahoma City, OK 73118, United States","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Asset/liability management strategy and consulting\nInterest rate risk management\nInvestment portfolio management and evaluation\nFixed-income investment services\nStrategic balance sheet consulting\nProprietary software solutions for portfolio and risk management\nInvestment education through seminars, webinars, conferences, and schools\nRegulatory compliance support, including pre-examination reviews, policy reviews, and board/ALCO training","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Baker Group proprietary software solutions\nFixed-income investment products and services\nAsset/liability management solutions\nPublic finance advisory and underwriting services\nFull-service brokerage services\nLimited self-directed brokerage services\nInvestment education programs","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, particularly community banking, credit unions, securities, and municipal public finance.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Community banks, credit unions, other community financial institutions, municipalities, and retail investors.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Managing investment portfolios and overall balance sheets\nEvaluating and managing interest rate and liquidity risk\nDeveloping investment and asset/liability strategies\nImproving asset pricing, funding costs, margins, and portfolio performance\nPreparing for regulatory examinations and reviewing policies\nTraining boards and ALCOs\nProviding investment and regulatory education\nAdvising municipalities and underwriting public finance transactions","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Improved financial decision-making\nBetter management of interest rate risk\nImproved investment portfolio performance\nImproved balance sheet performance\nSupport for regulatory compliance and examinations\nGreater access to timely and accessible investment education\nStrategies tailored to each institution's characteristics, objectives, and risk requirements","source_type":"1p_website","source_label":"Brand's website","source_url":"https://gobaker.com","updated_at":"2026-11-08T02:29:46.650298+00:00"}]}],"last_refreshed_at":"2026-11-08T02:29:46.658564+00:00","last_changed_at":"2026-11-08T02:29:46.665312+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=2ff01678-0ab3-4eb8-a0c3-23629e572039"}