Empowering Institutional Investors

Leading institutional investors count on Callan for advice and support. Get the subject matter expertise needed at any juncture to simplify decision making and create smarter investment plans.

Empowering institutional investors

Leading institutional investors count on Callan for advice and support. Get the subject matter expertise needed at any juncture to simplify decision-making and create smarter investment plans.

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Fiduciaries
empowering fiduciaries

Helping you protect and grow your plan’s assets is our solemn duty. We leverage deep subject matter expertise, proprietary research, and rigorous, peer-reviewed processes to support clients like you.  

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Advice
that fits

As an independent employee-owned firm, we make you our first priority, providing you with tailored advice based on your plan’s goals, policies, and complexities.

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Research
and education

The Callan Institute, established more than 40 years ago, is respected industry-wide as a source for independent published research and institutional investment education. 

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Institutional investor plan clients

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Research experts supporting our investment consultants

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Institutional assets under advisement

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Years advising institutional investor plans

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Stay on top of investment industry insights and be the first to view Callan’s original research. Ongoing education helps you make informed, long-term investment decisions.

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2024 October Workshop - Chicago
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“Callan College” on Alternative Investments – Virtual
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"Callan College" for Investment Managers - Process, Search, and Insights

Resources

New on the Blog

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Research Library

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People & Teams


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Diversity, Equity & Belonging 

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Values & Advice that Endure

Learn more about Callan Family Office, a separate, independent firm focused on serving select families and their nonprofit organizations.

Contact us to learn more.