Investment Management
Portfolio Management for
Ultra-High-Net-Worth Investors
At Callan Family Office, our focus is to objectively align institutional-quality investment solutions with your long-term goals while optimizing net-of-tax, net-of-fee results. We built an innovative platform offering a sophisticated set of customizable investment solutions tailored to meet the unique needs of ultra-high-net-worth families and institutions.
Fiduciary Responsibility
As an independent firm with an open-architecture investment platform, we invest solely in your best interests
Investment Policy
Aggregated reporting enables the development of an integrated investment plan across multiple entities within complex estate planning structures
Strategy
Core-satellite approach blending low-cost passive investments with high-conviction active management and private capital to capture market returns and seek alpha
Public Markets
Open-architecture platform of institutional equity and fixed income strategies supported by Callan LLC research; industry-leading technology enables low-cost, tax-efficient implementation
Private Markets
Unique access to top tier private capital funds via direct investment, with sourcing and due diligence provided by Callan LLC
Risk Management
Quantitative portfolio risk management framework to evaluate risk across public and private markets
Custom Reporting
Consolidated view of your complete financial picture through fully customizable Addepar reporting packages, enabling clients to view their direct and indirect ownership interests across legal entities