Employee-Owned. Client-Focused.

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

Read about Callan's COVID-19 response and join us in supporting your local United Way to help those impacted in your community. 

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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Capital Market Review

The 1Q20 Capital Market Review provides analysis and a broad overview of the company and public and private market activity across a wide range of asset classes. View it here.

Featured Survey

DC Trends Survey Results

Our 2020 Defined Contribution Trends Survey highlights key themes and findings from 2019 and expectations for 2020. View it here.

Featured Research

Periodic Table Collection

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