Callan Associates

Callan Associates:

A West Coast Institutional Investment Consulting Firm

Recently Released!!!
Date Published: May 10, 2013
Summary PowerPoint Deck: 20 Slides
Reference PowerPoint Deck: 41 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

And its profile concludes with the highlights of its organizational structure & ownership.

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