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Callan Associates

Founded in 1973, Callan Associates is one of the largest independently-owned investment consulting firms in the United States. Headquartered in San Francisco and with offices across the country, it provides research, education, decision support and advice to a broad range of institutional investors, and is collectively responsible for nearly $2 trillion in total assets.

Cribstone draws upon Callan’s industry leading institutional research and investment management services in our portfolio management process. There are situations where we may utilize a fully integrated outside manager platform solution like that offered by Callan if we believe that it fulfills our clients’ needs best. For instance, Callan is widely recognized for constructing multi-asset, multi-manager investment portfolios for endowments and foundations.

As an employee-owned firm, Callan Associates prides itself on its ability to attract and retain the brightest investment professionals in the industry. In a business that is critically dependent on the tenure of its people, the average consultant tenure at the firm is over ten years. This stability creates the perspective and the experience that make Callan Associates a recognized leader in the financial industry.

Callan’s experienced consultants are supported by one of the strongest centralized manager research and performance measurement efforts in the industry. Callan employs 60 dedicated research, database, and performance measurement professionals, has more than 30 CFA designations across the firm, and features proprietary systems built over 41 years in the business.