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.
Calamos Wealth Management is here to help create a financial plan
for you, your family or business. If you are interested in becoming
a client or have questions about Calamos Wealth Management, please
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.
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.
Some of the Calamos closed-end funds are featured in Barron's Income Investing blog.
Sr. Co-PM David Kalis is quoted in an Investor’s Business Daily article on the recent performance of growth equity mutual funds.
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.
In an article published by Engaged Investor, John P. Calamos, Sr. discusses how a risk-managed approach allows for strategic emerging market allocations.
Greek Reporter features John P. Calamos, Sr. as the American Hellenic Council’s Aristeion Award recipient.
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.
In an interview from the Milken Institute Global Conference, John P. Calamos, Sr. discusses the firm’s current thoughts on valuations and the market.
©2014 Calamos Investments LLC. All Rights Reserved. Calamos®, and Calamos Investments®
are registered trademarks of Calamos Investments LLC. Calamos Investments LLC, formerly
known as Calamos Holdings LLC.
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