Callan LLC

Callan LLC

Callan LLC

Date Founded




Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

Callan Associates' Trust Advisory Group (TAG) specializes in the design, implementation, and ongoing management of multi-manager and discretionary portfolios for institutional investors. They firm applies a process-driven approach to building efficient, low cost portfolios. All portfolios are built on the basis of a clearly articulated top-down approach that is grounded in academic or empirical research. This top-down discipline creates a set of portfolio construction rules for every portfolio which help to take the emotion out of the manager selection and rebalancing process. All sub-advisors for TAG undergo a rigorous qualitative and quantitative evaluation, both before being hired, and on an on-going basis. This process is designed to ensure that they are meeting their performance objectives as part of the overall portfolio design, and that they continue to represent the best candidate for the specific role that they fill. TAG serves as the sponsor and adviser to Callan's small-cap and micro-cap value funds, the Callan GlidePath target date funds, the KP Retirement Path target date funds, and a number of relationships where Callan serves as the outsourced CIO.

Contact Data
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Executives & Employees

Chief Executive Officer & Chief Research Officer

Executive Chairman


Senior Vice President & Chief Financial Officer

Executive Vice President & Chief Operating Officer

Executive Vice President & Chief Compliance Officer

Executive Vice President & Director-Research

Executive Vice President & Director

Business Owner


Board of Directors

Senior Vice President & Director, Callan Investments Institute at Callan LLC

Executive Vice President, Independent Adviser Group at Callan LLC

Executive Vice President & Director at Callan LLC

Senior Vice President & Director at Callan LLC

Paths to Callan LLC
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Callan LLC
Recent Transactions
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Callan LLC purchases Evaluation Associates /Public Investment Consulting Busine from Milliman, Inc.

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The Bank of New York Company, Inc. purchases Tower Management, Inc. from Callan LLC


CalSTRS is administered by a 12-member Teachers' Retirement Board. The objectives of the firm's investment committee are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

CalPERS' assets are managed by the CalPERS Board of Administration. CalPERS invests across a range of asset classes including global equity, private equity, fixed-income, real estate, infrastructure, forest land, inflation-linked bonds, liquidity and trust level. Strategies are managed both internally and through external managers. CalPERS' Global Equity Strategy is responsible for CalPERS investments in securities traded in global public equity markets, including in-house management of index-oriented and active strategies, externally managed active strategies, the Multi-Asset Class Partners Program, and active strategies run by emerging managers (Global Equity Emerging Manager Program). Global Equity is the principal asset class providing growth exposure in the strategic asset allocation. CalPERS Income Strategy primarily consists of US and international fixed income strategies. CalPERS' inflation-linked asset class is made up of two main asset types: commodities (including commodity futures, forwards, swaps, structured notes, and options) and inflation-linked bonds. Forestland investments are long-term investments. The return drivers include biological growth, timber prices, and land values. Forestland targets investments within the timber and agriculture sectors. CalPERS' Liquidity Strategy consists of highly liquid short-term securities with maturities of less than 10 years. Real Estate strategy focuses on US core assets with moderate leverage. CalPERS' Trust Level Portfolio Management Program (TLPM) is responsible for delivering targeted, risk-adjusted, total fund level investment returns over the long-term, anchored by the belief that strategic asset allocation is the dominant determinant of portfolio risk and return.

ASRS aims to generate optimal returns from their investments while minimizing risk. The firm manages a well-diversified portfolio that is designed to produce returns over a long period of time. They invest in domestic and international equities, domestic fixed income, real estate, private and opportunistic equity, multi-asset, and cash equivalent instruments.

Non-Profit Donations & Grants
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Senior Vice President & Consultant at Callan LLC

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Executive Vice President & Chief Compliance Officer at Callan LLC

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Former Senior Managing Director & Head of Investments at Victory Capital Management, Inc. (Investment Management)

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