Employee-Owned. Client-Focused.

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

Read about our COVID-19 response and our statement supporting the end to racism and improving diversity and inclusion.

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 focused on business objectives that solely 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.

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Survey: Coping with COVID-19

Callan surveyed 100 investment managers on how their firms are responding to to the COVID-19 pandemic, focusing on office closures and reopenings, work-from-home approaches, business travel, and meetings. See their response.

Featured Research

Real Estate Indicators

How do you know if the institutional real estate market has overheated or cooled? Combined with an understanding of prevailing market dynamics, these seven indicators identified by our Real Assets Consulting group have helped signal when the market is hot. Or not. View it here.

Visit the Callan Newsroom for the latest updates, press releases, articles, and more.

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