Company Fact Sheet

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A snapshot of Callan Associates' four distinct lines of business.

Education

Learn more about our educational programs: Callan Investments Institute and "Callan College."

Featured Research

Tune Up Your DC Plan in 2014
written by Lori Lucas, CFA,
Callan's Defined Contribution Practice Leader

Careers

View career opportunities at Callan Associates Inc.

About Callan

Headquartered in San Francisco, the firm provides research, education, decision support, and advice to a broad array of institutional investors through four distinct lines of business: Fund Sponsor Consulting, Independent Adviser Group, Institutional Consulting Group, and the Trust Advisory Group. Callan employs more than 170 people and maintains four regional offices located in Denver, Chicago, Atlanta, and Summit, New Jersey.

Our History

Callan Associates was established in 1973 by Edwin Callan as the first firm to offer performance measurement as its primary service. In 1989, control of the firm passed to the second generation of employee owners. A third generation of employee owners advanced into senior management positions in January 2007. More

Our People

Our people are our greatest asset. In a business that is critically dependent on the tenure of its people, our average consulting professional has been with the firm for over 10 years. More

Newsroom

Visit our Newsroom for up-to-date News Releases and articles featuring Callan Associates. Find out where Callan Associates is speaking at industry events. More

Communicating with Callan

Communicating with Callan offers tips for investment managers on best communication practices with Callan consultants and provides an overview of Callan's investment manager due diligence and search process. More

Career Opportunities

View our current listing of job opportunities More

Disclosures and Ethics

Callan’s reputation is based on providing objective information and recommendations to our clients and prospects. Our success depends not only on the quality of information we provide, but on the degree of professionalism, honesty, and integrity with which we conduct ourselves in the collection, processing, and dissemination of information. More

Diversity and Inclusion Policy

For 40 years, since our founding in 1973, Callan has valued its culture. It is a culture of mutual respect; a collegial culture where people want to work together. We have an inclusive business environment and we are committed to ensuring that our firm reflects the diversity of our communities. These are key facets to effectively serving clients and strengthening our business and industry in general. Because we hire people from every walk of life, our clients benefit from the rich diversity of ideas, experiences, skills and perspectives each associate brings to our firm. More