Employee-Owned. Client-Focused.

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

Callan’s 6th Annual ESG Survey Reveals Uptick in Adoption and Implementation. Learn more here.

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.

image

Hear from our experts…

ESG Adoption Doubles

Our sixth annual ESG Survey reveals that 43% of U.S. institutional investors incorporated environmental, social and governance (ESG) factors into their investment decisions in 2018. The percentage is the highest recorded in the survey’s history—and nearly doubled since its launch in 2013. Explore the key findings…

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