Empowering institutional investors

Leading institutional investors count on Callan for advice and support. Get the subject matter expertise needed at any juncture to simplify decision-making and create smarter investment plans.

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empowering fiduciaries

Helping you protect and grow your plan’s assets is our solemn duty. We leverage deep subject matter expertise, proprietary research, and rigorous, peer-reviewed processes to support clients like you.  

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that fits

As an independent employee-owned firm, we make you our first priority, providing you with tailored advice based on your plan’s goals, policies, and complexities.

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and education

The Callan Institute, established more than 40 years ago, is respected industry-wide as a source for independent published research and institutional investment education. 

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Institutional investor plan clients

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Research experts supporting our investment consultants

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Institutional assets under advisement

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Years advising institutional investor plans

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Stay on top of investment industry insights and be the first to view Callan’s original research. Ongoing education helps you make informed, long-term investment decisions.

2024 October Workshop - Chicago
"Callan College" for Investment Managers - Process, Search, and Insights
Research Café: ESG Interview Series 


New on the Blog

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Research Library

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People & Teams

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Diversity, Equity & Belonging 


Values & Advice that Endure

Learn more about Callan Family Office, a separate, independent firm focused on serving select families and their nonprofit organizations.

Contact us to learn more.