Callan Associates

Fund Sponsor

Callan Associates is one of the most experienced firms in providing institutional consulting services, bringing over three decades of investment expertise to each client relationship. Callan’s aim is to help our clients achieve their objectives by providing unbiased and relevant information and guidance.

Our fund sponsor clients represent beneficiaries from the most well-regarded and established organizations in our country and oversee funds that range from $100 million to multiple billions; in aggregate, our clients oversee nearly $1 trillion in assets. We are fortunate to serve such a select and diverse group of Corporate, Public, Multi-Employer Defined Benefit and Defined Contribution Plans, as well as Endowment and Foundations.

Our investment consulting services address a fund sponsor's needs and reflect our core competencies of Strategic Planning, Plan Implementation including Manager Search and Selection, Monitoring and Evaluation, and Education.