Caltius Named a “Best Place to Work in Money Management” by Pensions & Investments

December 13, 2016

“We founded Caltius nearly 20 years ago with a vision to build a collaborative, entrepreneurial team and partner with our portfolio company owners, our investors and our professional community,” said Jim Upchurch, president and CEO of Caltius. “Being named as a Best Place to Work in Money Management is recognition that we have remained true to our vision for two decades. It’s humbling to be listed alongside companies including Hamilton Lane, BlackRock and TCW Group.”

Caltius was one of only 50 companies in the nation to be named as a “Best Place to Work in Money Management” in 2016. A complete list of the winners is available online at

In determining the winners, Pensions & Investments partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to survey employers (25% of the score) and their employees (75%). Employers were evaluated on workplace policies, practices, philosophy, systems and demographics. Employees were surveyed to measure the employee experience.

Caltius’ exceptional corporate culture is exemplified by the long tenure of its team, averaging 15 years. The firm’s five co-founders all remain as managing directors and some employees who departed ended up returning. A healthy work/life balance is promoted and appreciated by all. Most importantly, Caltius’ culture is based on inclusion and mutual respect, regardless of titles.

“Again this year, it is clear that what makes firms great employers isn’t necessarily about salaries. Many firms were cited for their culture and benefits,” said P&I Editor Amy B. Resnick.  “Our surveys found that the employers on the list were much more likely to offer things like flex time, telecommuting, child and elder care, family leave, job sharing and adoption assistance. Employees at these top-ranked firms most often cited their colleagues, the firm’s culture and the benefits as the things that make it a great place to work.”