Privacy Policy

Callan Associates, Inc. Website Privacy Policy

Effective Date: December 1, 2015


Callan Associates, Inc. ("Callan", "we", "us", or "our") recognizes the importance of privacy. In this privacy policy ("Privacy Policy"), we describe how we collect, use, and disclose Information that we obtain about visitors to our website (the "Site") and the services available through our Site (collectively, the "Services").

"Information" refers to anonymous information, aggregate information, and Personal Information, meaning personally identifiable information about an individual, such as a name, address, email address, phone number, or other identifier that permits direct or indirect identification of a specific individual, or as otherwise defined by applicable privacy and data security laws.

"Services" includes the services that we provide to our clients, including fund sponsors and clients of our Independent Adviser Group (IAG), Institutional Consulting Group (ICG), and Trust Advisory Group (TAG), as well as our development and dissemination of research.

Your use of our Site or Services, and any dispute over privacy, is subject to this Privacy Policy, our Terms of Service, and any client agreement you may have with Callan. Any customer agreement between you and Callan supersedes the terms of this Privacy Policy to the extent there are any discrepancies.

Information We Collect

We collect Information about you directly from you, from third parties, and automatically through your use of our Site or Services. We may combine the Information that we collect from various sources.

How We Use Your Information

We may use your Information, including Personal Information, for the following purposes:

How We Disclose Your Information

We may disclose your Information, including Personal Information, with the following entities:

We may also disclose your Information, including Personal Information, in the following ways:

Cookies and Other Tracking Mechanisms

We and our service providers use cookies and other tracking mechanisms to track information about your use of our Site or Services. We or our service providers may combine this information with other personal information we collect about you.

California Do Not Track Disclosure

Our Site does not respond to Do Not Track signals. For more information about Do Not Track signals, please click here.

Third-Party Analytics

We may use third-party analytics companies, such as Google Analytics, to evaluate use of our Site and Services and help us improve our Site, Services, performance, and user experiences. These entities may use cookies and other tracking technologies, such as web beacons, to perform their services.

Third-Party Links

Our Site and Services may contain links to third-party websites and applications. Any access to and use of such linked websites and applications is not governed by this Privacy Policy but instead is governed by the privacy policies of those third parties. We are not responsible for the information practices of such third-party websites or applications.


We have taken steps to help protect your Personal Information from loss, misuse, unauthorized access, disclosure, alteration, and destruction. However, no data security measures can guarantee 100% security. You should take steps to protect against unauthorized access to your device and account by, among other things, choosing a robust password that nobody else knows or can easily guess and keeping your log-in and password private. We are not responsible for any lost, stolen, or compromised passwords or for any activity on your account via unauthorized password activity.

Your Choices

You may modify the Personal Information that you have submitted by logging into your account or emailing us at

We may send periodic emails to you containing links to research or other investment-related content that may be of interest. You may opt out of such communications by following the opt-out instructions contained in the email. Please note that it may take up to ten (10) business days for us to process opt-out requests. If you opt out of receiving emails containing this content, we may still send you electronic notification about your account or any services you have requested or received from us.


Our Site and Services are not designed for children under thirteen (13) years of age. If we discover that a child under 13 has provided us with Personal Information, we will promptly delete such Personal Information from our systems.

Contact Us

If you have questions about this Privacy Policy of the privacy aspects of our Site or Services, please contact us at:

Callan Associates, Inc.
600 Montgomery Street
Suite 800
San Francisco, CA 94111

Changes to this Privacy Policy

This Privacy Policy is current as of the Effective Date set forth above. We may change this Privacy Policy from time to time, so please be sure to check back periodically. We will post any changes to this Privacy Policy on our Site. If we make any changes to this Privacy Policy that materially affect our practices with regard to the personal information we have previously collected from you, we will endeavor to provide you with notice in advance of such change by highlighting the change(s) on our Site.