Health Care

A research-driven, tailored partnership to simplify your decisions

You oversee multiple asset pools with differing goals and complexities. You need to scale good investment opportunities while navigating volatile markets and uncovering product innovation. You have a lot to consider and not enough time. Callan can help you every step of the way.

As one of the largest, independent investment consulting firms, we’ve advised some of the most complex health care organizations for decades.

We’ve listened and learned from clients like you, crafting a listen-first, peer-reviewed process to align our advice with your specific considerations. Because your unique goals and complexities require a unique but simple approach.

Whether you need seamless reporting across multiple portfolio types like defined contribution (government, corporate), nonprofits, operating pools or others, or are thinking about delegating decisions, our experienced consultants and research experts will work closely with you to monitor and execute in all market environments and across asset pools. All while balancing necessary risk with fund complexities.

It’s our goal to create a true investment partnership that keeps your needs and goals at the center of the conversation. 

For institutional investors with health care plans, it’s a challenge to:

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Take the long view


Carefully consider risk

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Manage multiple asset pools

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Seek to lower costs

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Navigate regulatory changes

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Assets under our clients’ discretion across multiple plan and fund types

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Years Callan has served multi-asset pool institutional investors

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Dedicated research specialists covering all asset classes

Services for health care plans

Learn more about how Callan’s services can help you:

  • Strategic planning across multiple plans
  • Manager evaluation and selection
  • Performance and risk monitoring
  • Cash flow analysis
  • Alternatives investing
  • Discretionary services

Our people

Our people are our biggest strength and differentiator. We pride ourselves on a collaborative culture that supports a team-based approach to investment consulting, resulting in strong retention rates among our professionals and our clients.

Callan turns 50

Callan turned 50 in 2023, and we know who to thank for that. Our clients. 


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