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Callan Fact Sheet

Callan's Guide to Selecting an Investment Consultant

Quality Control Process

Callan's Four Lines of

Form ADV Part 2A

We consult to many of America’s leading institutions, providing them with highly customized investment solutions.

Callan was founded as an employee-owned investment consulting firm in 1973. Since then, we have empowered institutional investors with tailored strategies that are uniquely backed by proprietary research, an industry-leading database, and ongoing fiduciary education.


Number of Callan offices – in San Francisco, Atlanta, Chicago, Denver, and Summit, New Jersey


Years consulting to
institutional investors


Total assets for which our fund sponsor clients are responsible


Employee shareholders — more than 40% of our workforce