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
Access account information, statements and more:
Wealth Strategy professionals are available to consult with clients in a wide variety of issues associated with the accumulation, preservation and transfer of family wealth. Upon a review of existing planning documents, asset holdings and income tax returns, a Wealth Strategist assists clients with the design and understanding of strategies intended to minimize taxes, protect assets, and promote family harmony. Calamos Wealth Management and its representatives do not provide accounting, tax or legal advice. Each individual's tax and financial situation is unique. In considering this material you should consult your accounting, tax and/or legal advisor for advice and information concerning your particular situation.
Calamos Wealth Mangement LLC is a federally registered investment advisor. Part 2 of Form ADV is a brochure which provides background information about the firm and its business practice. To access the brochure you can click here to download, or upon written request to: Calamos Wealth Management LLC, 2020 Calamos Court, Naperville, IL 60563-1787, Attn: Compliance Officer.
©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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