Employee-Owned. Client-Focused.

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

Read about how we’re improving  diversity and inclusion across the firm.

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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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Announcing Our 2020 ESG Survey

In our 8th annual ESG Survey of 102 U.S. institutional investors, 42% incorporated environmental, social, and governance (ESG) factors into their investment decisions, which is nearly double the 22% of investors that did so in 2013. We  also found that 33% of respondents not yet incorporating ESG were considering it, the highest in the survey’s history and nearly triple the level in 2019.

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Callan @CallanLLC

2 days ago

If you didn't hear the news... Callan's Uvan Tseng made the annual list of the world's most influential investment… https://t.co/TXTStR9G6j

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