Media Contact

For media inquiries, contact Scott Brown, Communications Manager, at 415.291.4010 or

Industry Conference Participation

Callan consultants will be attending the following events:

Fall Conference
September 7-9, 2014
Pebble Beach, CA

Lori Lucas (speaker)
ISCEBS Symposium
September 8, 2014
Phoenix, AZ

Sally Haskins (speaker)
US Markets Great Plains Conference
September 10, 2014
Minneapolis, MA

Featured Research

The Education of Beta: Can Alternative Indices Make Your Portfolio Smarter?
Eugene Podkaminer examines "smart beta" in this comprehensive white paper.

The Long-Term View: Forty Years in Finance
CEO and Chairman Ron Peyton interviews Mike O’Leary.

Company Fact Sheet

View Fact Sheet
A snapshot of Callan Associates' four distinct lines of business.