Employee-Owned. Client-Focused.

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

Read our COVID-19 response and research, as well as our statement about 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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Private Equity Study

To help institutional investors better evaluate private equity funds, we conducted an extensive analysis of private equity partnerships. Using that data, we created the Private Equity Fees and Terms Study to help investors evaluate a partnership’s terms compared to its peers.

Visit our COVID-19 Research Center for timely insights on the impact of the coronavirus. 

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