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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Study: How Asset Managers Run Their Own 401(k) Plans

Our latest study explores what investment managers, the stewards tasked with managing the investments of 401(k) plans for others, offer their own employees.

Visit the newly created 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