A boutique investment advisor backed by the resources of a global firm.
Aligned Interests, Experienced Team, Disciplined Approach and Commitment to Excellence.
A publicly listed, family and employee-owned global investment firm
with a 35 year history of innovation and integrity. Global Perspective, Global Strategy.
Our primary objectives are to preserve and grow our clients' wealth.
Services include asset allocation design, strategy selection, risk
management and oversight. We are able to build a program from
scratch or consult on existing programs.
Investment services are complemented by our wealth planning
team which offers expertise on issues associated with the
accumulation, preservation and transfer of family wealth.
Opportunities to interact with peers, learn from leading experts,
share best practices and educate the next generation on
the responsibilities of wealth.
Having serviced families for over 35 years, clients include
multi-generational families, entrepreneurs, business owners,
working professionals, wealth inheritors and more.
With first-hand experience, we offer global asset
advisory and investment management services to family
offices from around the world.
We are honored to help non-profits and charitable organizations
protect and grow their assets over time to enable them to
execute on their missions.
Our services support owners through various stages including
business building, personal wealth creation, business transition,
and legacy preservation.
Our economic review and outlook.
Our magazine provides educational and thought provoking
content which we hope will stimulate, challenge and inspire our clients.
Papers and podcasts concerning trust and estate, tax, and
financial planning matters as they relate to personal goals and investment strategy.
Opportunities to interact with peers, learn from
leading experts, share best practices and educate the
next generation on the responsibilities of wealth.
Perspectives on investing, the economy and the global financial markets
The Calamos investment and leadership teams are often featured
in online and print media. Read the latest stories.
View our video gallery and find video clips of John P. Calamos, Sr.
discussing market perspectives on CNBC, Bloomberg, Morningstar and more.
Our positioning remains cautious but not defensive. In a slow growth environment, growth stocks remain attractive, but a weakening dollar and stimulative central bank policies have created select opportunities among cyclicals.
With the emerging markets rallying since late January, Nick Niziolek, CFA, Co-CIO provides an emerging markets update and discusses where the team is finding opportunities for our selective approach.
John P. Calamos, Sr. and Eli Pars discuss the role of convertible securities within portfolios, the value of active management, and encouraging global trends within the convertible market.
An article published in Crain’s Chicago Business profiles CEO John P. Calamos, Sr., focusing on his contributions to the Greek community in Chicago, nationally, and in Greece itself.
The markets have gotten off to a rocky start in 2016. While we expect volatility to remain elevated, we see a range of opportunities across asset classes.
Co-CIO Nick Niziolek discusses the Calamos Evolving World Growth Fund and emerging markets performance with Bloomberg Business.
An article on the growing tax concern among clients by Senior Wealth Strategist Terry LaBant was featured on WealthManagement.com and in Trusts & Estates.
CEO John P. Calamos, Sr. is quoted in an article by Investment & Pensions Europe that discusses Greece's private sector as a potential road to recovery and growth.
Co-CIO Nick Niziolek is quoted in an article by U.S. News & World Report that discusses opportunities to invest in Asia.
CEO John Calamos, Sr. and President Bob Behan are quoted in an article by the Naperville Sun, a Chicago Tribune Media Group publication, which highlights the recent leadership team promotions and acquisition.
In an article published by On Wall Street, Senior Wealth Strategist Terry LaBant compares private foundations and donor advised funds as ways to make gifts to public charities.
We remain positive about opportunities in growth equities and convertibles but expect volatility to remain elevated amid fiscal and monetary policy uncertainties.
Co-CIO Nick Niziolek is quoted in an article about the opportunities in global equities in the October issue of Investment & Pensions Europe.
CEO John P. Calamos, Sr. is quoted in an article by Investment & Pensions Europe that covers Greece’s outlook post re-election of Prime Minister Alexi Tsipras.
In an article for Citywire Global, John P. Calamos, Sr. discusses the firm's experience in the convertible market and using convertibles to pursue risk-managed outcomes.
Greek Reporter features John P. Calamos, Sr. as the American Hellenic Council’s Aristeion Award recipient.
Commentary and analysis from senior members of our global investment team, with an introduction from Global Co-CIO John P. Calamos. Sr.
An article by John P. Calamos, Sr. in Investment & Pensions Europe explains how the hybrid characteristics of convertible securities can provide strategic benefits through economic cycles.
John P. Calamos, Sr. assesses the opportunities in the global markets and the implications of macro factors on asset allocation. He discusses the Calamos framework for asset allocation built around the use of core strategies.
Co-Portfolio Manager Nick Niziolek discusses some of the misperceptions that may be influencing investor sentiment about the EMs, where the Calamos team is identifying long-term opportunities, and why he believes active management will be especially important in this environment.
Credit research has been an integral part of the Calamos investment process since the 1970s. Jeremy Hughes, CFA, SVP and Co-Portfolio Manager provides an overview of the Calamos high yield investment process—a comprehensive, disciplined process driven by fundamental research.
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are registered trademarks of Calamos Investments LLC. Calamos Investments LLC, formerly
known as Calamos Holdings LLC.
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