Employee-Owned. Client-Focused.

Collaborating with institutional investors to make the most informed investment decisions for the beneficiaries they serve.

Meet our people

Our independence is your advantage.

Callan works with institutional investor clients to build custom, lasting investment solutions by using a client-focused consulting model. As one of the largest independently owned investment consulting firms in the U.S., Callan is only focused on business objectives that benefit our clients. It also means our clients get access to a more stable consulting team supported by tools, data, and resources that could only be built by an organization with an exclusive focus on their needs.

Learn more about our people, business, and approach. See how we make an impact in the community.


The Callan Periodic Table Celebrates 20 Years!

Back in 1999, Jay Kloepfer created the now-famous Callan Periodic Table of Investment Returns. Today, you can view it as a series (annual, monthly, and more). See our 20th anniversary edition here!

Would you like to talk to us? Call our San Francisco headquarters, 415.974.5060