At Calamos Wealth Management, we have a particular focus on the value of longevity and maintaining a legacy for the future. This long-term perspective creates valuable insights into the needs of institutions.
We have significant experience helping organizations protect and grow their assets over time to enable them to fulfill their stated missions. We also work with organizations’ in-house asset allocation professionals seeking single mandate investment strategies. We can help develop both investment and spending policies with continual compliance and monitoring, as well as create customized, comprehensive reports. Our expertise includes helping clients navigate the challenges of how to fund spending commitments against the uncertainty of capital inflows and investment returns.
A number of our team members have earned their Accredited Investment Fiduciary® designation, enabling them with the knowledge to help directors and board members understand their fiduciary responsibilities and to construct corresponding policies and procedures.
Many of our team members are personally involved with non-profit organizations. Insights gained from their participation and board service, coupled with their wealth management experience, provide clients with a valuable perspective on governance, discretionary responsibility and spending management.