Employee-Owned. Client-Focused.

We're one of the largest independently owned investment consulting firms serving pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.

Meet our people

Our independence is your advantage.

Callan collaborates 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.


New Study: Nuclear Decommissioning Funding

Did you know there are 99 operating nuclear reactors in the U.S.? Callan’s annual Nuclear Decommissioning Funding Study offers key insights into the status of nuclear decommissioning funding in the U.S. to make peer comparisons more accurate and relevant.

Featured Research

Capital Market Projections

We recently published our 2018 Capital Market Projections, detailing our expectations for return, volatility, and correlation for broad asset classes.

Featured Research

Monthly Periodic Table of Investment Returns

This new addition to Callan's Periodic Table offerings shows monthly rankings of key indices ranked from best to worst performance.


Callan @CallanLLC

14 hours ago

Callan's Jana Steele talks about the merits of "auto portability" in this story by @PLANSPONSOR magazine, "Stakehol… https://t.co/9peDiocRfX

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