I'm New to Callan|I'm a Client

What does Callan do?

How is Callan different from other investment consultants?

What are Callan's investment and consulting philosophies?

Can you tell me more about Callan's educational programs?

Who makes up the Callan team?

I'm a fund sponsor. Can you tell me more about your consulting services?

Does Callan have a dedicated practice for defined contribution?

Can you tell me more about your discretionary and asset management services?

Does Callan provide specialty consulting around real assets and alternatives?

I'm a middle market consulting firm. Can you tell me more about your Independent Adviser Group?

I'm an investment manager. Can you tell me more about your Institutional Consulting Group?

I'm an investment manager. Can you take me to your Manager Questionnaire?

I am an emerging manager. Can you tell me more about Callan Connects?

What career opportunities exist at Callan?

I need to access information on Callan's consulting services.

I want to see Callan's roster of consultants and specialists.

I'd like to fill out Callan's Manager Questionnaire.

I want to download Callan's latest research.

I'd like to register for an upcoming Callan conference.

I want to register for a Callan College event.

I'd like to view the latest performance of Callan's Style Groups.

I need to reach the PEP Software Help Desk.

I want to view the latest Periodic Table of Investments.

I want to see the latest Callan DC Index'.

I want to view the latest Callan Target Date Index.

I need to access OpCenter.

I would like to know more about Callan's discretionary consulting services.

Upcoming Events

The next Callan Connects event will be held at Callan's San Francisco office location on Thursday,
September 29, 2016.
Registration will open on September 15th at 10am PST.

"Callan College" Introduction to Investments

October 18-19, 2016 - Chicago, IL

2016 October Regional Workshops

October 25, 2016 - New York, NY
October 26, 2016 - Chicago, IL

The Thirty-Sixth National Conference

January 23-25, 2017 - San Francisco, CA

Callan In the News

DC Performance Advanced in Q2
401kWire, September 12, 2016

Simple Stories Drive Markets
Benzinga, September 9, 2016

Callan Adds Consultant in Atlanta
FinDaily, September 8, 2016

Twitter|LinkedIn

Please follow us on LinkedIn to get up-to-the-minute Callan news and views on the institutional investment landscape.

Request for Proposals

There are no RFPs at this time.

At Callan,
we collaborate with each client to build tailored and lasting investment solutions