Callan Associates

Defined Benefit Plans

Managing a defined benefit plan in today’s regulatory and investment environment is a challenge. Callan has been a market leader in providing comprehensive investment consulting solutions for defined benefit plans since our firm’s inception in 1973. Our philosophy is centered on assisting our clients with a disciplined and repeatable investment process, focused on risk management and designed to provide timely and practical information. The hallmark of our investment consulting is our ability to apply our unsurpassed experience and expertise to create customized solutions for each client.

Callan acts as a fiduciary with all of our clients. Our innovative techniques and dedicated resources in Strategic Planning, Manager Search and Selection, and Performance Measurement have helped our clients achieve their goals and objectives.