Callan Associates

Smarter investment strategies crafted through the integration of experience, intelligence and innovation.

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 a broad range of institutional investors, collectively responsible for over $1 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 10 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 and performance measurement efforts in the industry. We employ over 60 dedicated research, database, and performance measurement professionals, and have over 30 CFA designations across the firm. Combine this with our proprietary systems built over our 38 years in the business, and no other firm is better positioned to serve the needs of today's institutional investors.

© Callan Associates Inc.