Mark C Callaway

Consulting Group, Senior Vice President, Financial Advisor, Senior Investment Management Consultant

Contact Me
Mark C Callaway

MY MISSION STATEMENT

We work with individuals and institutions to develop financial strategies using sustainable investment portfolios.

My Story and Services

Mark's Bio

Comprehensive investment planning has been a focus throughout my career.  In 1989, I opened a Robinson – Humphrey & Co office in LaGrange, GA, which later merged with one of the predecessor firms of Morgan Stanley.
 
I serve as the Senior Portfolio Manager in the Indigo Group.  My area of concentration is helping clients set investment objectives, developing an asset allocation strategy, making stock and fund selections, and establishing customized investment strategies.  

I have managed SRI/ESG/Impact Investing-style discretionary strategies within the Morgan Stanley Portfolio Management platform since 2000.  My engagement in the following programs speaks directly to my ability to help clients make the best choices for sustainable investments:
          - Named an Investing with Impact Champion by Morgan Stanley since 2014
          - Attended Oxford University's Impact Investing Executive Program in 2015
          - Co-founded the Southeast Corporate Sustainability Rankings

In addition, I have served in a number of leadership capacities on the boards of The University of Georgia, the Georgia Institute of Technology, Berry College, and LaGrange College.  Being a part of policy and leadership in non-profit organizations helps me work more effectively with clients who believe that life should be a balance of enterprise and service.

BM/Supervisor; Securities Agent: AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, KY, MD, MI, MN, MS, NC, NH, NM, NY, SC, TN, TX, VA, WI, WY; General Securites Principal; General Securities Representative; Investment Advisor Representative; Managed Futures


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • Sustainable Investing
  • Wealth Management
  • Asset Management
  • Endowments and Foundations
  • Philanthropic Services
  • Professional Portfolio Management
  • Financial Planning
  • Retirement Planning
  • Fixed Income
  • Life Insurance

Working With You

Working With You

For the past 15 years, the Indigo Group has developed a strong focus on Impact Investing and Socially Responsible Portfolios for our clients.  This allows clients to align investment decisions with their personal values.  We follow the Morgan Stanley Investing with Impact research and thought leadership. 

Managing the financial resources of a family, a business, or a philanthropic endeavor is a serious job. It takes time, focus, attention to risk, and a willingness to know our clients and their situations in depth. We have chosen this work. We have a real passion for it, and our clients have told us in many ways that we have made a significant difference in their lives.

Our intense discovery process helps us understand all the elements of a client’s life which may be affected by both financial and investment planning.  It is our job to listen to what your needs and concerns are, and to address those with intelligence and care.  We help create a path for you, monitor that path, and meet with you to discuss problems and progress along the way.

Community Involvement

Community Involvement

I have served as a third-generation trustee on two of the Fuller E. Callaway Family Foundations for 25 years.  In addition, I created a family foundation in 1994, The Morning Star Foundation, to help foster and pass on appreciation for philanthropic involvement to my children.  Four of my five children currently serve as trustees.

In addition, I support organizations which are dedicated to inspire and motivate action towards positive change. Some examples of these organizations are the following:
          - Telluride Mountainfilm on Tour
          - Doctors without Borders
          - Special Olympics
          - Wateraid America, Inc.

Location

Location

  • 3280 Peachtree Rd Ne Suite 1900
  • Atlanta, GA 30305


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Mark C Callaway today.

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