Employee-Owned. Client-Focused.

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

Meet our people

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 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. See how we make an impact in the community.

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Focus on Fees: Defined Contribution Trends Survey

The results are in! Featuring responses from 106 plan sponsors, Callan's award-winning survey explores key themes from 2018 and goals and expectations for 2019.

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