Institutional investors count on Callan for the advice and support to help simplify decision-making and create smarter investment plans.
To ensure our consultants and clients have access to the most current and comprehensive information, we invite your firm to join CallanDNA, our proprietary manager database. There is no cost to participate. Once granted login access, you’ll be able to submit detailed information about your firm and investment products and update it on an ongoing basis.
As one of the largest independently owned investment consulting firms in the U.S., Callan brings the best attributes of a large and small firm.
Based in San Francisco, Callan has six office locations in the U.S.
The Callan UMA is a tax-efficient overlay and unified managed account platform purpose-built for independent advisers serving high-net-worth (HNW) clients. It offers institutional-caliber research with technology built specifically for complex HNW client structures.
Callan was the first investment consultant to build expertise in custody, securities lending, and transition management consulting services, now collectively called implementation solutions, for institutional investor plans.
Callan’s process for screening and evaluating investment managers for clients is distinctive. We include every relevant manager in our database for each search—and we start each search from scratch, screening every manager in the designated asset class against the client’s search criteria.
Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
Former Lehman Brothers CFO Erin Callan talks to NBC News’ Ann Curry about the firestorm surrounding her recent oped in the New York Times. Callan discusses “leaning in,” her choice to pursue her ...