The First, Very Turbulent, 100 Days
The First, Very Turbulent, 100 Days Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy or completeness. Callan […]
Callan Family Office April 3, 2025, Market Update
The Trump administration announced yesterday, April 2, a wide range of tariffs that were widely telegraphed but without specifics. The tariffs will affect most of our significant trading partners and has caused significant volatility in the broader public markets. Our investment team has issued a Market Update laying out our thinking on the current environment. […]
Callan Family Office Webinar Series: Wealth & Wellness: Optimizing Health to Support Longevity
Embracing small changes throughout life can lead to large gains as we embark upon our health journeys. But how do you navigate and implement these changes? Dr. Andrea Ilannuzzelli (“Dr. Andie”), an Assistant Professor of Medicine at the Regional Integrative Special Needs (RISN) Center, sat down for an informative conversation with Callan Family Office Partner […]
Five Major Trends Driving Hedge Funds in 2025
Five Major Trends Driving Hedge Funds in 2025 Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy or […]
Callan Family Office 1Q 2025 Investor Letter
The current volatility in the public markets has justifiably caused some concern among investors. Over the past several weeks, equity investors have had to contend with concerns about valuations in technology stocks, the impact and confusion over tariff policies, and a debate over whether economic indicators now suggest recession. It is not surprising that all […]
What Does History Say About a Historic Stretch for the S&P 500?
What Does History Say About a Historic Stretch for the S&P 500? Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as […]
Private Real Estate Valuations May Have Bottomed; REITs Fall
Private Real Estate Valuations May Have Bottomed; REITs Fall Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy […]
Strong Finish to the Year for Hedge Funds but Choppy Outlook Ahead
Strong Finish to the Year for Hedge Funds but Choppy Outlook Ahead Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as […]
Private Credit Gains in 3Q24 but Lags a Benchmark
Private Credit Gains in 3Q24 but Lags a Benchmark Download Now Callan Family Office (“CFO”) is providing the information from Callan LLC (“Callan”) for information purposes only. CFO is not involved in drafting or reviewing the content. Although we believe Callan and its content to be reliable, we make no representations as to their accuracy […]
Why Ultra-Wealthy Investors Can, and Should, Invest Like an Institution
The investment management industry is built for two distinct categories: institutional clients and individual investors. While institutional advisors serve large, multi-billion-dollar pensions and sovereign entities, by contrast, wealth management firms work with clients who fall on the other end of the spectrum—retail investors with roughly $500,000 to $5 million of investable assets. But what if […]