We collaborate with each client to build tailored and lasting investment solutions.

Meet our people

We consult to many of America’s leading institutions, providing them with highly customized investment solutions.

Callan was founded as an employee-owned investment consulting firm in 1973. Since then, we have empowered institutional investors with tailored strategies that are uniquely backed by proprietary research, an industry-leading database, and ongoing fiduciary education.

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Hear from our experts

The Case for Diversification

Investors first saw our Periodic Table of Investment Returns in 1999. Updated annually, this granddaddy of Callan infographics illustrates the critical importance of a diverse portfolio.

Featured Research

2017 Capital Market Projections

Each year, Callan develops long-term capital market projections, detailing expected return, standard deviation, and correlations for major asset classes. These projections are the cornerstone for strategic planning.

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New on the #CallanBlog: "DCIIA Public Policy Forum Highlights" with Lori Lucas, CFA, and Jimmy Veneruso @DCIIA_News https://t.co/QY7pMURw1H

Callan News

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