Foundations & Endowments

Callan Family Office has created an Outsourced Chief Investment Officer solution that centers on discretionary portfolio management. We combine a robust, open architecture investment platform with tailored advice and other services so that trustees and staff can devote more of their time to their organization’s mission.

We have access to the full breadth of Callan’s manager research and consultative services in an effort to achieve best-in-class portfolio construction, manager selection, and asset allocation for tax exempt organizations. Our goal is to deliver returns that maximize our charitable clients’ abilities to carry out their vision and mission.

Our team has decades of experience working with foundations and endowments providing customized counsel on philanthropic matters, which includes best practices, governance, investment policy, and board education.

The philanthropic organizations we serve have clear priorities that often include environmental, social, or governance goals which may impact their respective communities. Through our dedicated ESG research, resources, and experience we integrate our clients’ values into our portfolio construction and attempt to maximize our clients’ reach into their communities. In addition, we provide practical support for administrative needs to help simplify reporting and gather the necessary information for annual reviews and audits.

We provide continuity to boards by documenting and memorializing key investment decisions that go beyond the investment policy statement. We believe documenting these decisions helps to promote consistency and accountability to improve governance and oversight over time. Our goal is to bring the best practices for philanthropy, fund raising, and industry trends to help our clients succeed beyond investments.