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 investors to build custom, lasting investment solutions.  We serve pension and defined contribution plan sponsors, as well as endowments, foundations, independent investment advisers, investment managers, and other asset owners.

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.

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Hear from our experts…

The Latest on Fees

Fees have been a pressing topic across our industry. We surveyed 59 U.S. funds and 279 investment managers to understand best practices and how clients are implementing them and benchmark fees across 19 asset classes. The resulting survey has been recognized by Savvy Investor as a 2017 top pension paper.

Featured Research

The Callan Periodic Table Collection

Expanding upon our classic Periodic Table, the Collection includes 10 additional versions including the indices relative to inflation, real estate indices, and hedge fund sub-strategies.

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