CALLAN

Overview

Callan is an institutional-focused investment adviser and capital allocator that provides portfolio management and pension consulting services to large plans and other institutions. The firm acts as a manager-of-managers, performing manager selection and ongoing due diligence while also implementing bespoke portfolios for institutional clients. Callan’s advisory work centers on liability-aware, multi-asset solutions typical of pension consulting—allocating across public markets, separate accounts and third-party alternative managers rather than running a purely retail wealth business. The firm’s fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, reflecting a mix of ongoing portfolio oversight and consulting projects. Callan does not register itself as an active ESG investor in its filing. It is structured as a limited liability company, has been SEC-registered since 1973, and identifies its client base as institutional with a clear emphasis on pension consulting and the selection of other advisers. The firm was named a Top RIA Firms to Watch by investor.com in 2020.

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