Coker Palmer Institutional (CPI) is the standalone, institutional-focused Research, Sales & Trading division of Coker & Palmer Investment Securities. Our core philosophy is simple: focus on a limited number of institutional clients and bring our resources to bear in a best efforts approach to improve clients' decision-making, which should ultimately help clients generate alpha.
Our research team utilizes a mosaic of industry and company contacts, macro and company-specific models, and proprietary industry sources to generate investment ideas for our Institutional clients.
Our experienced sales team provides proactive coverage for our institutional clients based on each client’s investment philosophy.
Our trading desk is armed with the latest software trading platforms, to efficiently execute client orders. We also utilize CSA arrangements for clients, should that better fit their needs.