Callan Associates

Our History

Callan Associates dates back to 1966 when Edwin C. Callan formed the investment measurement division of Mitchum, Jones & Templeton, a large financial services firm. In 1973, Ed Callan and a group of his colleagues purchased the performance division and established it as an independent firm under the name Callan Associates Inc. In 1989, control of the firm passed to the second generation of employee owners. A third generation of employee owners advanced into senior management positions in January 2007.

Today, Callan Associates Inc. is an independent firm, with over 60 owner-employees, that provides investment consulting services to public and private pension plan sponsors, endowments, foundations, operating funds, investment management firms, financial intermediaries, and mutual fund boards of directors. The firm employs over 150 associates with a goal to assist more than 500 of our clients make better business and investment decisions.