Callan Associates

Smarter investment strategies crafted through the integration of experience, intelligence and innovation.

Headquartered in San Francisco, Callan Associates provides timely and relevant research, education, decision support, and advice that allows registered independent advisors to stay on top of important trends in the investments industry. Callan services a broad array of institutional investors through four distinct lines of business: Fund Sponsor Consulting, Independent Adviser Group, Institutional Consulting Group, and the Trust Advisory Group. The firm manages upwards of $2 trillion and employs more than 170 people in four regional offices across the country.

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