Calamos Wealth Management appreciates the value of longevity and creating a legacy for the future. Our long-term view gives us unique insight into the needs of endowments and foundations that provide support to causes over a specific time period or in perpetuity. Calamos Wealth Management has experience helping non-profits and charitable organizations protect and grow their assets over time to enable them to execute on their missions.
We have expertise in helping clients navigate the challenges associated with uncertain fund inflows and investment returns used to fund spending commitments. To help overcome these challenges, Calamos Wealth Management serves both endowment and foundation clients who seek to leverage our full suite of investment advisory, asset allocation and risk management services, and those with in-house asset allocation professionals seeking single mandate investment strategies.
Among our associates, we have we several, including our President, who earned their Accredited Investment Fiduciary® designation. These individuals are accredited to assist others, such as volunteers on charitable and foundation boards, to understand their fiduciary responsibilities and implement appropriate policies and procedures.
In addition, many Calamos Wealth Management associates are personally involved with non-profits and charitable organizations. Insights gained from associates’ board service, coupled with their experience transitioning client assets from one generation to the next, provide clients with a valuable perspective on governance, discretionary responsibility and spending management.