Independent Investment Advisers

Independent Adviser Group

Our Independent Adviser Group (IAG) synthesizes Callan’s resources into a comprehensive set of services for independent investment advisers and financial intermediaries. We have been serving this segment with a dedicated team of experienced professionals since 1992. Services include strategic planning, manager search, research, analytics, and performance reporting.

Each fall, the IAG hosts a conference for its members. Insights on current investment topics, market and economic outlooks, and marketing trends are delivered by Callan professionals.

Middle Market Matrix

Our research platform, known as “Middle Market Matrix,” evaluates over 200 investment products for use in client portfolios.

20+ years: Average industry experience of IAG consultants

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.

Performance Evaluation Program (PEP)

Our Performance Evaluation Program (PEP) allows IAG members 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.

30+ percent : IAG Member Firms that have been with Callan for over 20 years

OpCenter

OpCenter, a password-protected website, gives clients access to manager research and status notes, topical presentations, and consulting team communications.

Would you like to talk to us? Call our San Francisco headquarters, 415-974-5060.