Who We Serve

For more than 40 years we have empowered institutional investors in the pursuit of their financial objectives

Our Approach

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.

Fund Sponsors

Callan's fund sponsor clients represent some of the most well-regarded and established organizations in the U.S.

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Independent Investment Advisers

Our Independent Adviser Group (IAG) serves a select number of sophisticated investment advisers and financial intermediaries.

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Asset Managers

The Institutional Consulting Group (ICG) provides investment managers with industry-leading research, education, performance reports, and analytical tools.

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Institutional Investors

Callan's Trust Advisory Group (TAG) specializes in the design, implementation, and ongoing management of multi-manager portfolios.

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