Our alternatives and real assets consulting teams are integrated into our strategic consulting business. This ensures that each alternative asset class in your portfolio aligns with your key goals.
We adhere to a highly structured, rigorous program design and implementation process to make sure prospective investment merits meets your specific needs.
Our team of dedicated specialists will partner with you every step of the way, from strategic planning and implementation to performance monitoring, all while offering ongoing education.
Alternatives assets under advisement for institutional investors
Year Callan began providing customized alternatives research and consulting services
Get an update from group head Pete Keliuotis
We’ve been expanding service offerings to meet our clients’ growing needs.
“Alternative investments are an increasingly important component of almost all institutional investors’ portfolios across all client types. We expect this trend to continue. Callan has more than doubled our resources dedicated to these asset classes and is proud to have one of the largest, most experienced alternatives consulting teams in the industry.”
Jim Callahan, CFA