Tim Callan, Managing Partner at Callan Capital, discusses the Q4 Market Update.

Disclaimer: All quoted performance is as of 12-31-24. The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. Callan Capital does not provide tax or legal advice. Callan Capital has obtained the information provided herein from various third-party sources believed to be reliable, but such information is not guaranteed. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Callan Capital is not responsible for the consequences of any decisions or actions taken as a result of the information provided herein and does not warrant or guarantee the accuracy or completeness of this information. Some investments mentioned herein are available only to accredited investors and any investment decisions should be discussed with your trusted advisors prior to investment to ensure they are suitable for each investor. For detailed information about our services and fees, please read our Form ADV Part 2A, and our Form CRS which can be found at https://www.advisorinfo.sec.gov/ or you can call us and request a copy at (866) 912-4888.

Tim Callan, Managing Partner at Callan Capital, discusses the Q3 Market Update.

Disclaimer: All quoted performance is as of 9-30-24. The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. Callan Capital does not provide tax or legal advice. Callan Capital has obtained the information provided herein from various third-party sources believed to be reliable, but such information is not guaranteed. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Callan Capital is not responsible for the consequences of any decisions or actions taken as a result of the information provided herein and does not warrant or guarantee the accuracy or completeness of this information. Some investments mentioned herein are available only to accredited investors and any investment decisions should be discussed with your trusted advisors prior to investment to ensure they are suitable for each investor. For detailed information about our services and fees, please read our Form ADV Part 2A, and our Form CRS which can be found at https://www.advisorinfo.sec.gov/ or you can call us and request a copy at (866) 912-4888.

Tim Callan, Managing Partner at Callan Capital, discusses the Q2 Market Update.

Disclaimer: All quoted performance is as of 6-30-24. The information presented is as of 1-5-24. The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. Callan Capital does not provide tax or legal advice. Callan Capital has obtained the information provided herein from various third-party sources believed to be reliable, but such information is not guaranteed. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Callan Capital is not responsible for the consequences of any decisions or actions taken as a result of the information provided herein and does not warrant or guarantee the accuracy or completeness of this information. Some investments mentioned herein are available only to accredited investors and any investment decisions should be discussed with your trusted advisors prior to investment to ensure they are suitable for each investor. For detailed information about our services and fees, please read our Form ADV Part 2A, and our Form CRS which can be found at https://www.advisorinfo.sec.gov/ or you can call us and request a copy at (866) 912-4888.

Callan Capital & Michael Townsend discuss the upcoming election, provide insights into the current political landscape, and examine historical market performance before and after elections.

Disclaimer: The information presented is as of 3-20-24. The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. Callan Capital does not provide tax or legal advice. Callan Capital has obtained the information provided herein from various third-party sources believed to be reliable, but such information is not guaranteed. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Callan Capital is not responsible for the consequences of any decisions or actions taken as a result of the information provided herein and does not warrant or guarantee the accuracy or completeness of this information. Some investments mentioned herein are available only to accredited investors and any investment decisions should be discussed with your trusted advisors prior to investment to ensure they are suitable for each investor. For detailed information about our services and fees, please read our Form ADV Part 2A, and our Form CRS which can be found at https://www.advisorinfo.sec.gov or you can call us and request a copy at (866) 912-4888.

Tim Callan, Managing Partner at Callan Capital, discusses the Q4 Market Update.

Disclaimer: All quoted performance is as of 12-31-23. The information presented is as of 1-5-24. The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. Callan Capital does not provide tax or legal advice. Callan Capital has obtained the information provided herein from various third-party sources believed to be reliable, but such information is not guaranteed. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Callan Capital is not responsible for the consequences of any decisions or actions taken as a result of the information provided herein and does not warrant or guarantee the accuracy or completeness of this information. Some investments mentioned herein are available only to accredited investors and any investment decisions should be discussed with your trusted advisors prior to investment to ensure they are suitable for each investor. For detailed information about our services and fees, please read our Form ADV Part 2A, and our Form CRS which can be found at https://www.advisorinfo.sec.gov or you can call us and request a copy at (866) 912-4888.

Tim Callan, Managing Partner at Callan Capital, discusses the Q3 Market Update.

Disclaimer: The quoted bond performance is represented by the Bloomberg US Aggregate. Quoted Small Cap performance is represented by the Russell 2000 index and MSCI EAFE. Quoted REIT performance is represented by the NAREIT Equity REIT Index. All quoted performance is as of 9-30-23. The information presented is as of October 9, 2023. The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. Callan Capital does not provide tax or legal advice. Callan Capital has obtained the information provided herein from various third-party sources believed to be reliable, but such information is not guaranteed. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Callan Capital is not responsible for the consequences of any decisions or actions taken as a result of the information provided herein and does not warrant or guarantee the accuracy or completeness of this information. Some investments mentioned herein are available only to accredited investors and any investment decisions should be discussed with your trusted advisors prior to investment to ensure they are suitable for each investor. For detailed information about our services and fees, please read our Form ADV Part 2A, and our Form CRS which can be found at https://www.advisorinfo.sec.gov or you can call us and request a copy at (866) 912-4888.

As the real estate market faces a reduction in liquidity, Doug Schwartz will discuss the challenges and opportunities we are seeing in markets and the importance of resilient operating fundamentals. He will also talk through the top-of-mind topics including rising interest rates, real returns in specific sectors, dispersion in vacancy rates, and the outlook for office. Disclaimer: The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. Callan Capital does not provide tax or legal advice. To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional. Callan Capital has obtained the information provided herein from various third-party sources believed to be reliable, but such information is not guaranteed. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Callan Capital it is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of this information. Some investments mentioned herein are available only to accredited investors and any investment decisions should be discussed with your trusted advisors prior to investment to ensure they are suitable for each investor. No part of this material may be (i) copied, photocopied, or duplicated in any form, by any means, or (ii) redistributed without the prior written consent of Callan Capital. For detailed information about our services and fees, please read our Form ADV Part 2A, and our Form CRS which can be found at https://www.advisorinfo.sec.gov or you can call us and request a copy at (866) 912-4888.

Tim Callan, Managing Partner at Callan Capital, discusses the Q2 Market Update. Disclaimer: The information presented is as of July 19, 2023. The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. Callan Capital does not provide tax or legal advice. Callan Capital has obtained the information provided herein from various third-party sources believed to be reliable, but such information is not guaranteed. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Callan Capital is not responsible for the consequences of any decisions or actions taken as a result of the information provided herein and does not warrant or guarantee the accuracy or completeness of this information. Some investments mentioned herein are available only to accredited investors and any investment decisions should be discussed with your trusted advisors prior to investment to ensure they are suitable for each investor. For detailed information about our services and fees, please read our Form ADV Part 2A, and our Form CRS which can be found at https://www.advisorinfo.sec.gov or you can call us and request a copy at (866) 912-4888.

Current Trends in Private Equity & Venture Capital with Callan Capital and Brian Borton. Disclaimer: The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. Callan Capital does not provide tax or legal advice. To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional. Callan Capital has obtained the information provided herein from various third-party sources believed to be reliable, but such information is not guaranteed. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Callan Capital it is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of this information. Some investments mentioned herein are available only to accredited investors and any investment decisions should be discussed with your trusted advisors prior to investment to ensure they are suitable for each investor. No part of this material may be (i) copied, photocopied, or duplicated in any form, by any means, or (ii) redistributed without the prior written consent of Callan Capital. For detailed information about our services and fees, please read our Form ADV Part 2A, and our Form CRS which can be found at https://www.advisorinfo.sec.gov or you can call us and request a copy at (866) 912-4888.

Tim Callan and Josh Hirt, economist at Vanguard Investment Strategy Group discuss the economic and market outlook for 2023. Disclaimer: The information provided in this presentation is for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Callan Capital’s views as of the date of this presentation. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. Callan Capital does not provide tax or legal advice. To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional. Callan Capital has obtained the information provided herein from various third-party sources believed to be reliable, but such information is not guaranteed. Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Callan Capital it is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of this information. Some investments mentioned herein are available only to accredited investors and any investment decisions should be discussed with your trusted advisors prior to investment to ensure they are suitable for each investor. No part of this material may be (i) copied, photocopied, or duplicated in any form, by any means, or (ii) redistributed without the prior written consent of Callan Capital. For detailed information about our services and fees, please read our Form ADV Part 2A, and our Form CRS which can be found at https://www.advisorinfo.sec.gov or you can call us and request a copy at (866) 912-4888.