Many people in the investment community have heard of Coleman Research Group, but the average person outside of the investment community probably has not. Basically, Coleman Research Group is a company that offers institutional investment research and consulting through a combination of people, information and technology. The New York based firm has a network of industry experts in their Executive Forum who assist institutional investors with their billion-dollar decisions by offering knowledge and insight.



When clients come to Coleman Research group they are matched with one of the firm's Executive Forum Members, who are professionals that range from high-level management to board members to professors. The client can choose to consult with their industry expert over the phone or in person. Consultations can be short term or long term depending on the needs of the client. Since Coleman Research Group has extensive experience in matching clients with the most appropriate executives, institutional investors continue to come to them for research, insight and guidance.

The Executive Forum is not the only service that Coleman Research Group is able to offer its clients. Their proprietary research software, Knowledge BrokerTM, is another huge attraction. The software enables the Coleman Research Group team to closely manage the relationships between their clients and their forum members. In addition, the software also seamlessly arranges the consultations, tracks the progress, ensures that all compliance procedures are followed, and stores the details of each transaction and partnerships.

Other services that Coleman Research Group offers include the Healthcare Conference Call and Event Series, which provides institutional investors with the opportunity to expand their existing research services with a dedicated focus on proactive healthcare investment research. They have experts from the healthcare industry and pretty much any other industry that one might make an institutional investment in. Their goal is to provide institutional investors with the information they need to make smarter decisions with every service they offer.