What we do

Utilizing Callan’s scale, experience, and resources, AmRET® applies a process-driven approach to building and maintaining efficient, low-cost multi-manager investment portfolios on behalf of institutional and a limited number of high net worth investors.

Who we are

James M. Fallon

James M. Fallon

Paul V. Troup

Paul V. Troup

Executive Vice President
Neal Kaplan

Neal Kaplan

Chief Investment Officer

We aspire to be our clients’ trusted adviser, and we gain that trust by using a consulting philosophy comprised of the following five tenets:

Embrace a client-focused consulting model

Be process-driven and results-focused

Base research on proprietary data

Maintain oversight

Collaborative approach

We'd love to hear from you. Contact us today.


6350 Lake Oconee Parkway
Suite 110-186
Greensboro, GA 30642

Phone Number