At Callan Family Office, we subscribe to what we believe is a time-tested, highly disciplined, and fundamental approach to researching and selecting investments. This allows us to construct customized portfolios designed to help you reach your ultimate goals.
We provide institutional-quality investment solutions from an extensive selection of traditional and alternative investments across global asset classes. These investments are chosen to meet your specific current needs and long-term goals. Tax- and fee-efficiencies are critical considerations we incorporate into our portfolio solutions.
Our investment professionals possess years of experience with direct fiduciary and discretionary portfolio management for complex investment assignments. The investment process begins with client discovery to completely understand your goals and objectives. This step is followed by an investment plan that delineates the guidelines, targets, and benchmarks used to govern your portfolios. From here, we construct your portfolios under the full guidance of your overall investment and financial plan. Finally, we review, rebalance, and employ risk management measures with the goal to keep your portfolios on target.
We utilize the extensive investment research, economic forecasting, and asset allocation expertise of Callan, one of the largest and oldest institutional investment consulting firms in the country. The Callan Family Office fully leverages the firm’s rigorous research that supports over $3 trillion in institutional assets under advisement nationwide. We can provide access to offerings available to sophisticated investors across private capital, reserved public equity, and real asset opportunities, which are often beyond the reach of all but the largest institutions.
Investment strategies in Callan's proprietary database
Dedicated research experts supporting our consultants
Institutional assets under advisement
Years advising institutional plans and funds
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Our goal is to orchestrate the opportunities associated with wealth and provide a clear path forward. To learn more about how we can best serve you, please reach out to our team.