ENDOWMENTS / FOUNDATIONS | Strategic Partnerships |
We
believe strategic partnerships offer strength and increase the depth and expertise available to our clients.
RWM has partnered with Callan Associates Inc., among the largest
independently owned investment consulting firms in the U.S. advising on
nearly $2 trillion in total assets. They use a client-focused consulting
model to serve public and private pension plan sponsors, endowments,
foundations, operating funds, smaller investment consulting firms,
investment managers, and financial intermediaries.
Callan was established in 1973 as the first firm to offer performance measurement as its primary service. Since then, they have empowered institutional clients with tailored strategies that are uniquely backed by proprietary research, an industry leading database, and ongoing fiduciary education. Callan is headquartered in San Fransisco, with regional offices in Denver, Chicago, Atlanta and New Jersy.
RWM Partners with Callan Independent Adviser Group (IAG)
IAG delivers industry leading consulting resources and services to a select group of independent consulting firms and financial intermediaries. Callan synthesizes their extensive consulting resources into a comprehensive set of services resulting in creative and flexible solutions for our clients. Through our partnership we are able to utilize the depth and expertise of Callan's research teams by leveraging their resources and industry experience.
IAG members have access to Callan's unparalleled consultant and specialist resources, extensive proprietary database, and research. Access to such an industry leading suite of services enables us to provide mid-market fiduciaries, trustees, and high-net worth individuals with objective investment solutions that were previously available to only the largest of institutions. Benefits of IAG membership include ongoing fiduciary education, practice management insights, comprehensive research, analytical tools and databases, institutional services and an open architecture platform.
IAG members have access to Callan's unparalleled consultant and specialist resources, extensive proprietary database, and research. Access to such an industry leading suite of services enables us to provide mid-market fiduciaries, trustees, and high-net worth individuals with objective investment solutions that were previously available to only the largest of institutions. Benefits of IAG membership include ongoing fiduciary education, practice management insights, comprehensive research, analytical tools and databases, institutional services and an open architecture platform.