Employee-Owned. Client-Focused.

One of the largest independently owned investment consulting firms bringing institutional investors the personalized service of a small firm.

Meet our people

Our independence is your advantage.

Callan is an employee-owned investment consulting firm that collaborates with institutional investor clients to build custom, lasting investment solutions.  We use a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.

As one of the largest independently owned investment consulting firms in the U.S., Callan brings large-firm resources with the personalized service of a small firm. Our independence has allowed us to maintain a long-term perspective, continually reinvest in our people and resources, and not concern ourselves with business objectives that don't 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.

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Hear from our experts…

Focus on Fees & More

Plan fees, auto enrollment features, and retirement readiness score high on the list of plan sponsor priorities this year. Get a detailed look at the key findings of our 2018 Defined Contribution Trends Survey highlighting the insights of 152 U.S. defined contribution plan sponsors.

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