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Callan & Associates Inc.
       
 
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Callan & Associates Inc.
 
 
Overview: 

Smarter investment strategies crafted through the integration of experience, intelligence, and innovation.
Founded in 1973, we are one of the largest independently-owned investment consulting firms in the United States. Headquartered in San Francisco, with offices across the country, we provide research, education, decision support, and advice to a broad range of institutional investors, collectively responsible for over $1 trillion in total assets.

As an employee-owned firm, we pride ourselves on our ability to attract and retain the brightest investment professionals in our industry. In a business that is critically dependent on the tenure of its people, our average consultant has been with the firm for over 10 years. This stability creates the perspective and the experience that make us a recognized leader in our industry.

Our experienced consultants are supported by one of the strongest centralized manager research and performance measurement efforts in the industry. We employ over 60 dedicated research, database, and performance measurement professionals, and have over 30 CFA designations across the firm. Combine this with our proprietary systems built over our 40 years in the business, and no other firm is better positioned to serve the needs of today's institutional investors.
History: 

Callan Associates dates back to 1966 when Edwin C. Callan formed the investment measurement division of Mitchum, Jones & Templeton, a large financial services firm. In 1973, Ed Callan and a group of his colleagues purchased the performance division and established it as an independent firm under the name Callan Associates Inc. In 1989, control of the firm passed to the second generation of employee owners. A third generation of employee owners advanced into senior management positions in 2007.

Today, Callan Associates Inc. is an independent firm, with over 75 owner-employees, that provides investment consulting services to public and private pension plan sponsors, endowments, foundations, operating funds, investment management firms, financial intermediaries, and mutual fund boards of directors. The firm employs over 170 associates with a goal to assist more than 500 of our clients make better business and investment decisions.


 
 
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