In addition to our unique culture of collaboration and peer oversight, we combine the benefits of both large and small investment consulting firms.
Depth & breadth of specialist resources
Extensive, proprietary data & research
Responsive & nimble
We collaborate with each client to build tailored and lasting investment solutions. At Callan, we:
client interests #1
quality & integrity
innovation that matters
through research & education
& show collegial respect
each associate's success
Our core philosophies underpin everything we do, from hiring new people to working with clients.
Combine a long-term perspective with proven investments
Fuse historical and market context with innovation to create custom strategies
Attract & retain passionate, high-caliber people
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
Our goal is to support a collegial, inclusive culture. Having a diverse array of ideas, experiences, skills, and perspectives benefits not only our organization and our clients but the industry as a whole. Read our Diversity & Inclusion Policy for more detailed information.
Specific to our commitment to industry diversity:
Callan also supports organizations that advocate for diversity, including National Association of Securities Professionals (NASP), Robert Toigo Foundation, RG & Associates, New America Alliance (NAA), and the Association of Asian American Investment Managers (AAAIM).
We are looking for people who embody our core values and embrace our commitment to setting the industry standard for quality in investment consulting. To learn more about each position, please click on the job title of interest. To apply, email a cover letter and resume to our Human Resource department at email@example.com referencing the position.
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 Executive Chairman Ron Peyton extended ownership to our firm's second- and third-generation employees. Callan 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. Source: San Francisco Chronicle (some biographical data and photo)