Callan Associates Inc.

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History Callan Associates' origins date back to 1966 when Edwin Callan formed the investment measurement division of Mitchum, Jones & Templeton, a large financial services firm. In 1973, Ed Callan and other professionals became fully independent by purchasing the performance division and forming Callan Associates Inc. In 1989 control of the firm was passed from Mr. Callan to its current roster of 51 active shareholders. Organizational Structure Callan is an independent, employee-owned firm dedicated exclusively to the institutional consulting business. We focus all of our resources on assisting our clients in the strategic planning and evaluation of their business and investment programs. Callan Associates Inc. is a subchapter S corporation incorporated in the State of California. Corporate Policies and Practices Callan’s success depends on our integrity and offering objective, impartial advice free from inappropriate influence of any outside party. To maintain this independence and eliminate the potential for conflicts of interest, we have had the following practices in place for over a decade.

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