If you are a reporter, editor or a producer working on a story, please call our media relations expert:

Blue Horse and Trumpet
Todd Backus
6242 Ferris Square
San Diego, CA 92121
(619) 955-7766
todd@bhandt.com

If you are not a member of the media and require more information, please feel free to call or send us an email operations@callancapital.com

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Incentive stock options and the advantages you might be missing
January 24, 2008
Tim Callan

“As the New Year begins, we all inevitably start filing taxes. And often times we start to think of the many tax advantages missed over the last 12 months. Each year, countless executives and other holders of Incentive Stock Options are guilty of bypassing the small steps when exercising ISOs that can provide significant tax advantages; especially when compared with the tax incurred on the alternative, Nonqualified Stock Options (NQs).”
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“In just seven months, Callan Capital was managing over $150 million for a select group of affluent families. Callan says the company is at the cutting edge of fee-only financial service providers without thought of commissions due. The business model enables clients to choose to invest in any vehicle, creating efficiencies through competitive bids.” 
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 “What can we conclude from the history of volatility in the financial markets? Our system is efficient, and it has a unique ability to flush out excesses that are continuously created over short periods of time in the financial markets. This cleansing process is what sets the stage for continued and healthy growth in the financial markets and our portfolios.”
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The Investment Opportunity in Overseas Real Estate
Trevor Callan
June 28, 2007

 “With sub-prime lenders hitting rock bottom and residential housing in decline, real estate is fast becoming the asset of concern for many high net worth investors. However, there are still investment opportunities in the sector, particularly overseas where real estate is becoming a larger allocation for institutional investors.”
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 “Three brothers, all of them former Merrill Lynch advisors, recently broke away to form their own wealth-management boutique. La Jolla, Calif.-based Callan Capital, run by Trevor Callan, Tim Callan and Ryan Callan provide investment counseling, pre-IPO and pre-merger planning, private-portfolio management and advice on tax minimization, risk management, philanthropy and estate planning to high-net-worth clients across the U.S.”

“Most clients are first-generation wealth with an average age in the 40s and 50s,” said Trevor. “(For these clients) there’s been some sort of liquidity event (such as the sale of a business) and their focus shifts from, ‘How do I make it,’ to ‘How do I raise financially responsible children?’ ” For example, said Trevor, clients could set up a foundation and appoint their children as board members to teach them the value of philanthropy.”

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It's all in the family at new wealth management boutique
Dan Thisdell
March 6, 2007

 “Trevor, Tim and Ryan Callan are, as Callan Capital, now providing asset management and family office services, including estate and multigenerational wealth planning to high net worth clients nationwide. La Jolla-based Callan Capital will operate as an independent Registered Investment Advisor on a fee-only basis. Chief executive Trevor Callan said the firm would focus on inter-generational wealth management.”

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Brothers Exit Merrill to Start Wealth Shop
Gregory Shulas
March 5, 2007

“Three brothers -- Trevor Callan, Tim Callan and Ryan Callan -- who grew thriving wealth management businesses at Merrill Lynch have opted to leave the wirehouse to start their own high-net-worth boutique. In moving to become independent registered investment advisors (RIAs) Callan Capital cited studies, including a Schwab report, that show high-net-worth investors are increasingly favoring fee-based RIA models over commission-based investment models. In the family’s view, going independent was the natural way to evolve their book of business.”

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Planning your wealth’s legacy for the next century
By Trevor Callan
March 1, 2007

 “Today, people are retiring at a younger age -- it is common to see retirees in their 50s. Absent health issues, many financial planners are asked to structure a plan that fuels retirement for the next 50 years. For example, a legacy financial plan may call for a higher allocation to equities and alternative investments and less in fixed income. If a couple is actively giving money through philanthropy and has children or grandchildren, it makes sense to structure areas of their portfolio to meet objectives 100 years from today. In essence, high net worth individuals are creating a legacy that spans many generations.”
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Callan Capital opens private banking and investment firm
March 1, 2007

“Many of our clients appreciate the powerful combination of our experienced team and independent platform, which provides them with access to multiple providers for strategic solutions," CEO Trevor Callan said. "In today's financial marketplace, it is important to have a global perspective. Over the years working with many of the leading financial institutions we've developed strong ties with Wall Street. These relationships enable us to deliver global solutions to local clients."
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