In addition to our unique culture of collaboration and stringent peer review approach, we bring you large-firm resources and small-firm service.
Depth & Breadth of Resources
Extensive, Proprietary Data & Research
Responsive & Nimble
For over four decades, we have followed 8 core values while pursuing our mission to collaborate with each client to build tailored and lasting investment solutions.
Client Interests No. 1
Quality & Integrity
Innovation That Matters
Through Research & Education
& Show Collegial Respect
Each Associate's Success
Our core philosophies underpin everything we do, from hiring new people to working with clients. Because we are independently owned and not beholden to outside shareholders, 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 and retain passionate, high-caliber people.
We’re looking for people who embody our core values and embrace our commitment to setting the industry standard for quality in investment consulting. If you’re interested in one of the positions listed, email a cover letter and resume to firstname.lastname@example.org referencing the position.
If you're enthusiastic and excited to learn about institutional investing and our industry, look no further. Through our internship program, our goal is to introduce you to our industry and prepare you for a successful career. Training is hands-on, and we offer career-building workshops to help you prepare for future opportunities. To learn more and apply, visit the United Way Business Pathways Internship Program.
Our goal is to support a collegial, inclusive culture. Having a diverse array of ideas, experiences, skills, and perspectives benefits not only our organization and our clients but the industry as a whole. Read our Diversity & Inclusion Policy for more detailed information.
Specific to our commitment to industry diversity:
Callan also supports organizations that advocate for diversity, including National Association of Securities Professionals (NASP), New America Alliance, Robert Toigo Foundation, United Way Bay Area, and the Vista Center for the Blind and Visually Impaired.
Learn more about how we're making a community impact through giving, volunteering, and advocating throughout the regions where we live and work.
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 Executive Chairman Ron Peyton extended ownership to our firm's second- and third-generation employees. Callan remains employee-owned today.In addition to his many professional accomplishments, Mr. Callan was a longtime supporter of the United Way Bay Area and a proponent for diversity in the financial industry. He supported many initiatives and philanthropies throughout his lifetime. In 1991, Mr. Callan and friend, Marx Cazenave, co-founded Progress Investment Management Company, which Mr. Cazenave led until 2002. Notably, it was the first fund-of-funds of minority- and women-owned managers and was a game changer for the industry. Mr. Callan passed away in 2009 at the age of 88. Source: San Francisco Chronicle (some biographical data and photo)
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.
View our 2019 Form ADV 2A to review Callan's qualifications and business practices.