Date Published: May 2013
Comprehensive Power Point Deck: 40 Slides
Summary Power Point Deck: 19 Slides
Callan Associates was founded in 1973. The company has five offices, 170 employees, 500 institutional clients, $3.1 trillion assets advised, & led by its Chairman Emeritus Ed Callan, CEO Ron Peyton, & President Greg Allen. Callan Associates' web site can be found at www.callan.com.
Callan Associates comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Early Phase
- Financial Advisor Phase
- Returning to Roots Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, assets advised, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
- Fund Sponsor Consulting
- Independent Advisor Group
- Institutional Consulting Group
- Callan Investment Institute
- Trust Advisory Group
- Global Manager Research