Callan Capital Marks Three-Year Anniversary
La Jolla Wealth Management Firm Grew Assets Under Management to Over $250 Million
SAN DIEGO, March 22 /PRNewswire/ -- Callan Capital, a La Jolla-based independent wealth management firm, today announced its three-year anniversary and record growth since the Callan Brothers created the firm in 2007. In only three years, Trevor, Tim and Ryan Callan have grown the firm's assets to exceed $250 million, despite the worst recession in decades. A celebration of the three-year anniversary was held in La Jolla, Ca on March 18.
(Logo: http://www.newscom.com/cgi-bin/prnh/20100319/CALLANLOGO)
Over the years, high-net-worth families have been moving away from large brokerages and banking institutions for their wealth management needs. According to a study done by Cerulli Associates in 2006, these families have been gravitating towards independent, objective and boutique wealth management firms. In 2007, Callan Capital was formed to fill this void in San Diego.
"2007 seems like a lifetime ago," says Trevor Callan, CEO and co-founder of Callan Capital. "I am amazed and extremely pleased at what our team has been able to accomplish for our clients over the past three years. This celebration gives us an opportunity to thank our clients for their loyalty and look forward to continuing success in the future."
"We're looking to expand with our clients. Our goal is to secure additional top-of-the-line advisors to maintain Callan Capital's high quality standards, while allowing the company to continue its strong growth," says Callan. "2010 is strongly in our sights and is positioned to be the company's best year yet."
The anniversary event will also celebrate the third straight year Trevor and Tim Callan were voted FIVE STAR Wealth Managers for Overall Client Satisfaction by San Diego Magazine.
About Callan Capital
Based in La Jolla, California, Callan Capital is an independent wealth management firm that provides customized wealth management solutions for high-net-worth families that require guidance beyond the scope of traditional banks or brokerage firms. The Firm offers an array of services including asset management, tax efficient wealth transfer, pre-IPO and pre-merger planning, private portfolio management, tax minimization, insurance, philanthropic and estate planning. Callan Capital custodies assets with Charles Schwab & Co., Inc., a leading provider of custodial, operational and trading support for more than 6,000 independent investment advisory firms. For more information on Callan Capital, please visit: www.callancapital.com or call (866) 912-4888.
SOURCE Callan Capital
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