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