Employee-Owned. Client-Focused.

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

Institutional Investors: Dive into alternatives at our “Callan College” on Alternative Investments here.

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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The OCIO Model: How Do We Measure Success?

One of the critical challenges for outsourced chief investment officer (OCIO) services is measuring success. In this paper, examine the principles to this success and how service providers can differentiate themselves in the marketplace.

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


Callan @CallanLLC

6 hours ago

Institutional Investors: Join us for an intro on alternative investments in October! Learn more here:… https://t.co/aBlgcUrlmw

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