About Us

Callan is one of the largest independently owned investment consulting firms in the U.S.

How are we different?

In addition to our unique culture of collaboration and peer oversight, we combine the benefits of both large and small investment consulting firms.

Large firm benefits

Experienced consultants

Depth & breadth of specialist resources

Extensive, proprietary data & research

Small firm benefits

Employee ownership

Responsive & nimble

Personalized service

Core Values

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

Keep
client interests #1

Exercise
independent thought

Demand
quality & integrity

Honor
every commitment

Pursue
innovation that matters

Lead
through research & education

Collaborate
& show collegial respect

Encourage
each associate's success

Philosophies

We honor our clients' trust by always putting their needs first and providing objective recommendations. Our success depends on quality consultation, professionalism, honesty, and integrity.

Callan is not beholden to outside shareholders. Through independent ownership, we help raise the industry standard by orienting everything we do around our clients' goals.

#1

Investment Philosophy

Combine a long-term perspective with proven investments

#2

Consulting Philosophy

Fuse historical and market context with innovation to create custom strategies

#3

Hiring Philosophy

Attract & retain passionate, high-caliber people

Our Policies

We honor our clients’ trust by always putting their needs first and providing objective recommendations. Our success depends on quality consultation, professionalism, honesty, and integrity.

Callan is not beholden to outside shareholders. Through independent ownership, we help raise the industry standard by orienting everything we do around our clients’ goals.

Download our Form ADV 2A

Careers at Callan

We are looking for people who embody our core values and embrace our commitment to setting the industry standard for quality in investment consulting.

Our Founder: Ed Callan

Born in 1920, Edwin C. Callan grew up in Pennsylvania and Ohio, where his father managed coal mines. He enrolled at Ohio State University at the age of 18, but his father died on the first day of classes. He transferred to UC Berkeley when his mother moved the family to San Francisco. In 1942, Mr. Callan joined the Navy Air Corps along with 50 other Cal graduates and they became known as the Flying Golden Bears. He was awarded the Distinguished Flying Cross and three Air Medals. While on leave in San Francisco, Mr. Callan met Georgina Hopkins in the bar of the Mark Hopkins Hotel, which her family owned. They married in 1945 and settled in San Francisco's Telegraph Hill neighborhood, where they raised two daughters. In 1969, Mr. Callan formed the investment measurement division of Mitchum, Jones & Templeton. Four years later, he and others purchased the division and formed Callan Associates. In the 1990s, Mr. Callan and current Chairman & CEO Ron Peyton extended ownership to our firm's second- and third-generation employees. Callan Associates remains employee-owned today. In addition to his many professional accomplishments, Mr. Callan was a proponent for diversity in the financial industry. He supported many initiatives and philanthropies throughout his lifetime. In 1991, Mr. Callan provided capital and initial leadership for Progress Investment Trust, the first fund-of-funds of minority- and women-owned managers. Progress Investment Trust was a game changer for minority- and women-owned manager hiring among institutional investors. He was also a longtime supporter of the United Way. Mr. Callan passed away in 2009 at the age of 88. Photo credit: San Francisco Chronicle file photo

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Get in touch

Callan is headquartered in San Francisco and has four regional offices in Denver, Atlanta, Chicago, and New Jersey.

Our consultants are not restricted to specific geographical areas. Instead, our consulting teams are organized according to the best consultants qualified to handle a relationship, regardless of their home base.

San Francisco

600 Montgomery Street
Suite 800
San Francisco, CA 94111

415.974.5060 cannon@callan.com View map

Atlanta

300 Galleria Parkway
Suite 950
Atlanta, GA 30339

770.618.2140 lovettb@callan.com View map

Chicago

120 North La Salle Street
Suite 2400
Chicago, IL 60602

312.346.3536 wofford@callan.com View map

Denver

1900 16th Street
Suite 1175
Denver, CO 80202

303.861.1900 crockett@callan.com View map

New Jersey

1 Deforest Avenue
Suite 101
Summit, NJ 07901

908.522.3880 grenot@callan.com View map

Media Contact

Karen Witham
Vice President, Communications


415.274.3062 witham@callan.com

Would you like to talk to us? Call our San Francisco headquarters, 415-974-5060.