Callan Associates

Financial Intermediaries

Callan’s Independent Adviser Group (IAG) serves a select number of middle market investment consulting firms by leveraging our resources and industry experience on their behalf. 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 industry.
• 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 if desired.