Learn more about our educational programs: Callan Investments Institute and "Callan College."
The Callan Periodic Table of Investment Return
(Key Indices: 1993-2012)
Our Fund Sponsor clients represent some of the largest investment programs in the country. We provide investment consulting services to fiduciaries of corporate, public, and union retirement plans, endowment & foundation funds, not-for-profit organizations, operating funds, and significant family wealth. Callan provides these institutional fiduciaries with well-defined and time-tested services and the relevant information needed to effectively manage their investment programs. More
Our Financial Intermediary clients comprise a select group of registered investment advisors, national financial services organizations, and mutual fund boards of directors. Through their unique relationship with Callan, our intermediary clients are able to provide their clients - fiduciaries, trustees, and high net-worth individuals - with objective and professional investment consulting solutions that have been traditionally available to only the largest of institutions. More
Our Investment Manager clients represent a significant portion of the investment management industry. Our investment manager clients include a broad array of asset managers by size and product orientation. Callan works with nearly 90% of the largest 150 investment management firms. Our services include: strategic and business development advice, product evaluation and analysis, performance measurement services, and sophisticated analytics software. More