Asset Management

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Asset Management 2017-06-02T17:58:52+00:00

Asset Management

We believe that asset allocation through a well-diversified portfolio is the primary driver to success; as such, we use low cost passive strategies which allow us to be sensitive to expenses and taxes. We believe that wealth is created through successful participation in the global markets not speculation. At Callan Capital, we build highly diversified portfolios focusing on asset allocation, diversification, systematic rebalancing and tax loss harvesting. We strive to deliver superior risk-adjusted performance and enhanced returns through fundamental, tactical, model-driven portfolio design.