Callan Capital's investment philosophy centers around three main facets.

1. We believe that wealth is created through the successful participation in the global markets, not speculation. The mission of Callan Capital is to deliver superior risk-adjusted performance and enhanced returns through tactical, model driven portfolio design.
2. Sensitivity to expenses and taxes through the use of low-cost passive strategies in the efficient public markets. Taxes are a major concern for almost all of our clients and we take great care in the placement of investments within taxable and tax-deferred accounts and continually monitor portfolios for tax opportunities.
3. Open Architecture - Our independence from a large broker dealer allows us to find the most appropriate investments for our clients no matter what the source. We have access to multiple financial institutions when seeking solutions which provides our clients with more opportunities. Whether we are looking for fixed income, insurance, or even mortgages, we are able to shop Wall Street utilizing our experience and connections.