Calamos Wealth Management clients enjoy a suite of top-caliber support and resources, including:
One-on-One Meetings
- Portfolio reviews provide an opportunity to discuss your evolving circumstances and the market environment
- Our relationship managers are available to speak with you as often as you would like
Portfolio Reporting
- Monthly statements
- Quarterly performance reports
- Online account and statement access through wm.calamos.com
Publications
- Monthly e-mail newsletter
- Quarterly market review and outlook, authored by our CIOs
- Wealth Matters magazine
- Whitepapers and research
- Video interviews from the Calamos investment team
- Wealth planning articles
- Online presentations
Events
- Annual market review meeting with senior portfolio managers, traders and executive management
- Wealth planning seminars
Unless the context otherwise requires, references to "Calamos" refers to Calamos Asset Management Inc., and its subsidiaries, including CWM and CAL. For a detailed history of Calamos Wealth Management and its affiliated entities, please see "Our History" under the "Our Firm" tab, or click here.
Wealth Strategy professionals are available to consult with clients in a wide variety of issues associated with the accumulation, preservation and transfer of family wealth. Upon a review of existing planning documents, asset holdings and income tax returns, a Wealth Strategist assists clients with the design and understanding of strategies intended to minimize taxes, protect assets, and promote family harmony. Calamos Wealth Management and its representatives do not provide accounting, tax or legal advice. Each individual's tax and financial situation is unique. In considering this material you should consult your accounting, tax and/or legal advisor for advice and information concerning your particular situation.
Calamos Wealth Mangement LLC is a federally registered investment advisor. Part 2 of Form ADV is a brochure which provides background information about the firm and its business practice. To access the brochure you can click here to download, or upon written request to: Calamos Wealth Management LLC, 2020 Calamos Court, Naperville, IL 60563-1787, Attn: Compliance Officer.