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.
Senior Vice President, Head of Risk Management21 years of industry experience
Not all low volatility approaches are created equal, with some approaches exposed to unintended risks, explains John McClenahan.
John McClenahan explores the recent performance divergence between defensive and late cycle stocks, two areas of the market that have typically traveled together. He also considers what types of stocks are likely to lead the market into early 2015.
John McClenahan, head of risk management, discusses the factors that are favoring early cyclicals.
John McClenahan, head of risk management, explores which types of stocks have tended to perform well in different economic environments and some of the factors that are influencing the market today.
Correlation, dispersion and tracking error data provide insights into the market environment, explains John McClenahan, Head of Risk Management at Calamos.
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are registered trademarks of Calamos Investments LLC. Calamos Investments LLC, formerly
known as Calamos Holdings LLC.
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