Callan Associates

About Callan

Founded in 1973, Callan Associates Inc. is one of the largest independently owned investment consulting firms in the country. Headquartered in San Francisco, the firm provides research, education, decision support, and advice to a broad array of institutional investors through five distinct lines of business: Fund Sponsor Consulting, Independent Adviser Group, Institutional Consulting Group, The Callan Investments Institute, and the Trust Advisory Group. Callan employs more than 150 people and maintains four regional offices located in Denver, Chicago, Atlanta, and Florham Park, N.J.

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