Callan At A Glance

Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $2 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.

Distinct Lines of Business

Fund Sponsor Consulting serves sponsors of defined benefit plans, defined contribution plans, endowments, foundations, and other large institutional asset pools. Supported by a deep team of research professionals, this group delivers customized solutions that meet the needs of even the most sophisticated institutional investment programs. Services include strategic planning, plan implementation, monitoring and evaluation, and continuing education.

Independent Adviser Group (IAG) provides consulting resources and services to a select group of independent consulting firms and financial intermediaries. We give our IAG clients the tools to provide fiduciaries, trustees, and high-net-worth individuals with objective investment solutions previously available to only the largest of institutions. Solutions include strategic planning, plan implementation, monitoring and evaluation, and continuing education.

Institutional Consulting Group (ICG) provides investment manager clients with research, education, performance measurement, and database and analytical tools to help them better serve the needs of institutional investors. Our ICG team lends critical insight to the investment management and product issues confronting many clients today.

Trust Advisory Group (TAG) is our asset management and implemented consulting division, specializing in the design, implementation, and ongoing management of multi-manager and discretionary portfolios for institutional investors. TAG applies a process-driven approach to building efficient, low-cost portfolios with clearly articulated goals and objectives. It serves as the sponsor and adviser to multi-manager small cap and micro cap value funds, as well as the non-discretionary adviser to a series of target date funds known as Callan GlidePath® Funds. TAG also serves as the discretionary advisor for several outsourced chief investment officer (OCIO) clients.

Our People

There is no doubt that our employees are our biggest strength and differentiator. Our collaborative culture supports a team-based approach to investment consulting, which results in a strong retention rate at the firm and with our clients. Our highly educated workforce includes consultants with an average tenure of 11 years at Callan, and almost half of our employees are firm shareholders. In addition, our clients have been with us for nine years on average, with more than 20 having been with us longer than 25 years.

Over 185 people work at Callan, including over 45 general consultants and 40 research specialists, as well as accredited actuaries, economists, accountants, and finance professionals. More than 45 associates hold the Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst (CAIA) designation.

Executive leadership:

  • Ron Peyton, Executive Chairman
  • Greg Allen, Chief Executive Officer & Chief Research Officer
  • Jim Callahan, CFA, President
  • Inga Sweet, EVP & Chief Operating Officer
  • Millie Viqueira, EVP & Manager of Fund Sponsor Consulting
  • Butch Cliff, CFA, EVP & Director of Research
  • Ann DeLuce, EVP & Chief Compliance Officer
  • Denise Steele:, EVP & Director of Operations
  • Susan Taylor, SVP & Chief Financial Officer

Ownership

We were founded as an employee-owned investment consulting firm in 1973, and remain independently owned today. In fact, almost half of our workforce are shareholders in the company.

Clients

Fund Sponsor Consulting serves more than 380 funds with combined assets totaling approximately $2 trillion. Our Institutional Consulting Group has more than 180 investment manager clients, and our Independent Adviser Group works with over 30 independent investment advisers.

Why We’re Different

As one of the largest independently owned investment consulting firms, we bring the resources our clients need along with the personalized service of a small firm.

Our employees consider themselves stewards of a culture that revolves around collaboration in service of our clients’ needs. The stabilizing influence of independent ownership and our total dedication to consulting provide the best foundation for the preservation of this culture, which translates into a valuable sense of continuity for our clients.

Corporate Headquarters
Callan LLC
600 Montgomery Street, Suite 800
San Francisco, CA 94111
800.227.3288
415.974.5060

Regional Offices
Atlanta: 800.522.9782
Chicago: 800.999.3536
Denver: 855.864.3377
Summit, NJ: 800.274.5878
Portland, OR: 800.227.3288