We combine a customized approach to consulting with the expertise and experience to serve a wide range of asset owners. Our custom, long-term, strategic approaches use simple structures and favor proven investments. Each client's existing portfolio becomes the starting point for all investment decisions. There are no one-size-fits-all strategies.
Our specialist consultants have a global perspective while focusing on specific asset classes. These include public equity and fixed income as well as alternative investments such as real estate/real assets, private equity, hedge funds, and multi-asset class solutions.
In addition to the full spectrum of investment consulting services, we offer an industry-leading trust, custody, securities lending, and transition management consulting practice. We also provide discretionary consulting / outsourced chief investment officer (OCIO) services.
Callan's fund sponsor clients represent some of the most well-regarded and established organizations in the U.S.
Our Independent Adviser Group (IAG) serves a select number of sophisticated investment advisers and financial intermediaries.
The Institutional Consulting Group (ICG) provides investment managers with industry-leading research, education, performance reports, and analytical tools.
Callan's Trust Advisory Group (TAG) specializes in the design, implementation, and ongoing management of multi-manager portfolios.