Callan LLC is an investment consulting firm that provides advice to institutional investors. Callan offers services through three lines of business: Fund Sponsor Consulting, Independent Adviser Group, and Institutional Consulting Group. Callan provides customized solutions that meet the needs of sophisticated institutional investment programs, including strategic planning, plan implementation, monitoring and evaluation, public and private investment program design and implementation, and continuing education.
Fee Structure
Callan provides discretionary investment management services to institutional investors. Fees are negotiable and depend on the level of discretion delegated to Callan and the amount and type of services provided. Fees can be up to approximately 0.25% of assets managed.