Empowering institutional investors
Leading institutional investors count on Callan for advice and support. Get the subject matter expertise needed at any juncture to simplify decision-making and create smarter investment plans.
Empowering institutional investors
Leading institutional investors count on Callan for advice and support. Get the subject matter expertise needed at any juncture to simplify decision-making and create smarter investment plans.
Fiduciaries
empowering fiduciaries
Helping you protect and grow your plan’s assets is our solemn duty. We leverage deep subject matter expertise, proprietary research, and rigorous, peer-reviewed processes to support clients like you.
Advice
that fits
As an independent employee-owned firm, we make you our first priority, providing you with tailored advice based on your plan’s goals, policies, and complexities.
Research
and education
The Callan Institute, established more than 40 years ago, is respected industry-wide as a source for independent published research and institutional investment education.
Institutional investor plan clients
Research experts supporting our investment consultants
Total assets our clients oversee
Years advising institutional investor plans
Institutional investors
Callan provides advice and support to more than 400 institutional plans, funds, and asset pools. See how we serve some of the nation’s largest and most sophisticated institutional investors.
Stay on top of investment industry insights and be the first to view Callan’s original research. Ongoing education helps you make informed, long-term investment decisions.
Latest CODE Course
Resources
Values & Advice that Endure
Learn more about Callan Family Office, a separate, independent firm focused on serving select families and their nonprofit organizations.