The Baker Group LP provides fixed income investment advice and portfolio strategies exclusively to financial institutions, investment advisers, insurance companies, and other institutional buyers. The firm operates on a non-discretionary basis, meaning it implements investment strategies only at the client's explicit and ongoing direction. Founded in 1979, the firm specializes in helping institutional investors manage interest rate risk within their fixed income portfolios. The Baker Group is dually registered as an investment adviser, a general securities broker-dealer, and a municipal securities dealer, and it also markets specialized software for balance sheet and asset/liability management.

Assets Under ManagementN/A
Clients1
Advisors11
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

11 Advisors at this firm

The Baker Group, LP - Fees, AUM & Advisors | TrueAdvisor