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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NEW: DC Trends Survey Results

Featuring the responses of 114 plan sponsors, Callan's 2020 Defined Contribution Trends Survey reveals a focus on plan fees and participant communication, and highlights key themes and findings from 2019 and expectations for 2020. View it here

Visit the Callan Newsroom for the latest updates, press releases, articles, and more.

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