Callan Associates

Scale, Experience, Resources

Founded in 1973, we are one of the largest independently-owned investment consulting firms in the United States. Headquartered in San Francisco, with offices across the country, we provide research, education, decision support, and advice to over 500 institutional investors, responsible for over $3 trillion in total assets.

As an employee-owned firm, we pride ourselves on our ability to attract and retain the brightest investment professionals in our industry. In a business that is critically dependent on the tenure of its people, our average consultant has been with the firm for over 13 years. This stability creates the perspective and the experience that make us a recognized leader in our industry.

Our experienced consultants are supported by one of the strongest centralized manager research efforts in the industry. We employ over 50 dedicated research professionals and have over 25 CFA designations across the firm. Combine this with our proprietary systems built over our 36 years in the business, and no other firm is better positioned to serve the needs of today’s institutional investors.