OpCenter is the
on-line gateway for IAG Member Firms to access Callan's research and
insights on mutual fund and separate account managers.
Callan IAG consultants are experienced and focus exclusively on serving IAG Member Firms and their unique needs.
Our Clients (IAG Member Firms)
- Represent some of the most well-established,
independent investment consulting organizations in the
- Provide investment consulting services to clients
with $150 million or less in investable assets.
- Serve high-net-worth individuals, family offices,
endowments, foundations, and retirement plans.
- Provide their clients with institutional quality
services that historically have been unavailable due to
high fees and high minimum account sizes.
The Benefits of IAG Membership
- Collaboration | Tap the special
skills and insights of other IAG Member Firms - a
select roster of highly competent and objective middle
market consulting firms.
- Comprehensive Research, Analytical Tools, and Databases | Our
extensive collection of current and topical research, sophisticated
analytical tools, and comprehensive databases
can be leveraged to serve existing clientele.
- Institutional Services for Your
Clients | Institutional-quality investment
management and custody services are negotiated to
reduce fees and account size minimums.
- Overhead Reduction | Reduce your
research and monitoring overhead and focus your efforts
on growing and maintaining your client base.
- Open Architecture | Our consulting
platform ensures that IAG Members can use their
clients’ existing investment managers and/or custodians