Callahan & Callahan Asset Management, Inc.

Overview

Callahan & Callahan Asset Management, Inc. is a small corporate advisory firm whose primary clients are individuals and families. The firm combines portfolio management for individuals and small businesses with insurance brokerage activities and is affiliated with an insurance company. Ownership is held privately by an individual, and the firm charges clients on a percentage-of-assets-under-management basis. The adviser does not identify itself as an active ESG investor, is not designated as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives