Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional investors with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $2 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. 

Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland, OR. 


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Consulting

Investment Management

Callan

Callan's headquarters in San Francisco, CA, United States

This department focuses on evaluating and optimizing performance metrics across various functions.

Performance Analysis

This department guides the strategic direction and overall management of the organization.

Executive Leadership

The Research and Consulting team at Callan comprises senior analysts, consultants, and vice presidents specializing in various sectors of investment consulting, including fund sponsor, performance measurement, alternatives, and real assets. They provide institutional investors with tailored investment advice and solutions, supported by proprietary research and exclusive data, to help clients achieve their financial goals. This team ensures that clients receive the highest quality of service through a client-focused consulting model.

Research and Consulting

The Leadership Team at Callan is responsible for setting the strategic direction and overseeing the execution of the firm’s goals and initiatives. Comprised of top executives and senior leaders, this team focuses on driving growth, fostering innovation, and ensuring operational excellence across the organization. Through collaborative leadership and expert insights, they ensure that Callan continues to empower institutional investors with customized investment solutions and high-quality research.

Leadership Team

The Research Team at Callan is responsible for conducting in-depth analysis and providing insights across various asset classes to support the firm's investment consulting services. Comprising experts in capital markets, private markets, fixed income, and real assets, the team develops proprietary research and data to inform client portfolios. Their work enables Callan to deliver customized investment solutions and maintain its position as a leader in institutional investment consulting.

Research Team

This department focuses on analyzing data to provide insights that support decision-making and strategy.

People (4)

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Other teams

Executive Leadership

Research and Consulting

Leadership Team

Research Team

Analytics