Employee-Owned. Client-Focused.

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

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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. Our clients include 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 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.

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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