Pub. 2 2013 Issue 8
Oklahoma City, OK | Austin, TX | Birmingham, AL | Indianapolis, IN | Salt Lake City, UT | Springfield, IL The Baker Group | 1601 Northwest Expressway, 20th Floor | Oklahoma City, OK 73118 | 800.937.2257 *The Baker Group LP is the sole authorized distributor for the products and services developed and provided by The Baker Group Software Solutions, Inc. One-Year Free Trial MAXIMIZE THE PERFORMANCE OF YOUR BANK The Baker Group is serious about developing long-term relationships with banks who are serious about minimizing their upfront expenses. That’s why we’re offering our entire service package at no charge to new clients for one full year. It’s the right choice for you. Interest Rate Risk Monitor ® ; Asset/ Liability Analysis Your management team will find that The Baker Group’s quarterly review of the loan and deposit information outlined in the Interest Rate Risk Monitor and Asset Liability Analysis is an effective tool in managing your risk and performance. Cost: Free trial for one yea r Advanced Portfolio Monitor ® The Advanced Portfolio Monitor is a key monthly report that we utilize to help you measure, monitor, and manage the overall risk and performance of your investments. Cost: Free trial for one year Investment Portfolio Accounting The Baker Group will provide you with accurate, easy-to-read reports that are delivered electronically to you each month. Cost: Free trial for one year Quarterly Interest Rate Risk Strategy Our quarterly Interest Rate Risk Strategy provides a template for the effective discussion of your current and future investment and asset/liability position. Cost: Free trial for one year Investment and Asset/Liability Policies The Baker Group will assist in the development and review of policies to ensure optimal integration with your management system. Cost: Free trial for one year Securities Selection The selection of securities used in the development of your portfolio is critical to the achievement of performance goals and managing interest rate risk. The Baker Group specializes in identifying the best relative value in the market through competitive bids and offerings that will fit your financial institution. To obtain the resources you need to maximize the performance of your bank, call our Financial Strategies Group at 800.937.2257 today and ask for Ryan Hayhurst or Jeff Caughron . www.GoBaker.com | Member: FINRA and SIPC
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