Callan Associates:
A West Coast Institutional Investment Consulting Firm

Recently Released!!!
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

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
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