CALDER FINANCIAL GROUP

Overview

Calder Financial Group is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses, and it also offers pension consulting, manager selection and periodic publications. Calder leans heavily toward pooled public funds as the core of client portfolios while maintaining the capacity to place allocations with third‑party alternative managers when clients’ objectives call for it. The firm’s fee model is flexible: percentage of AUM, hourly charges and fixed fees are all used depending on the engagement. Calder is not positioned as an ESG-focused manager, and its activity profile suggests a traditional multi-asset orientation that combines broad mutual fund exposure with selective use of external hedge fund and real estate managers.

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Location & Offices