Advisers
Helping you focus on what matters, grow your business, and cut costs
Your clients have high expectations, your business needs to grow, and you want to expand your research resources. All while keeping costs low. Callan’s Independent Adviser Group (IAG) can help.
We’re focused on helping firms like yours stand out in a crowded marketplace, become more efficient, and grow while focusing on the needs of your clients.
Our dedicated consultants work with a select number of independent investment advisers and middle-market consulting firms. When you partner with us, you’ll get access to the same investment and implementation resources that our Callan investment consultants have. It’s like having a large, deep bench of tenured research specialists without having to hire them.
IAG Member Portal
For independent investment consulting firms, it’s a challenge to:
Reduce costs
Conduct thorough manager research
Analyze client portfolios
Stay competitive
Keep up with trends
Services that support you
Learn more about how Callan’s services can help you:
- Establish and maintain a client’s investment policy, asset allocation, and manager structure by gaining access to in-depth capital markets and manager research
- Stay on top of industry trends through relevant research and industry surveys
- Efficiently implement and achieve access to institutional-quality investment solutions at favorable terms
- Monitor client portfolios and investment strategy focus lists
- Leverage your existing team’s resources by teaming up with a collaborative partner
Tools that support you
Partnering with IAG gives you instant access to the industry’s most powerful software and analytical tools, including:
AssetMax
AssetMax, our mean variance optimization and Monte Carlo modeling application, helps determine optimal asset allocation strategies and illustrate the trade-off between investment volatility and expected return.
IAG Member Portal
A password-protected website that gives clients access to manager research, meeting notes, topical presentations, and consulting team communications.
Performance Evaluation Program
Our Performance Evaluation Program (PEP) allows you to better understand the performance and portfolio characteristic patterns of existing or prospective client portfolios. It is powered by Callan’s database, which includes returns and holdings-based characteristics on thousands of investment products, indices, and peer groups.
Callan Unified Management Account (UMA)
The Callan UMA is a tax-efficient overlay and unified managed account platform purpose-built for independent advisers serving high-net-worth (HNW) clients. It offers institutional-caliber research with technology built specifically for complex HNW client structures.
The result is scalable implementation, transparent alignment, and coordinated tax management.
The Callan UMA platform combines Callan LLC’s institutional research capabilities with Callan Family Office’s decades of experience working with taxable wealth, as well as Aris Investing’s advanced tax-optimization technology.
Household-level optimization
Daily tax-loss harvesting across active and direct indexing sleeves
Open-architecture optimization
100+ pre-approved strategies (many with negotiated fee structures)
Ability to incorporate liquid and semi-liquid alternative funds
Seamless custodian integration
Strategies in Callan’s proprietary database
Specialty research experts
Research experts and consultants with CFA/CAIAs and master’s degrees
Total assets Callan clients oversee
Our people
Our people are our biggest strength and differentiator. We pride ourselves on a collaborative culture that supports a team-based approach to investment consulting, resulting in strong retention rates among our professionals and our clients.
