Calamos Wealth Management
Watch 2024 Mid-Year Investment and Planning Outlook
In our most recent webcast, we discuss potential opportunities that should be considered as certain tax provisions start to sunset and the election approaches.
Quarterly Market Commentary - Q2 2024
We touch on the outlook for the Fed (a theme that will likely be ongoing), continued economic and earnings strength, and, of course, considerations around the US election in our latest commentary.
Comparing Retirement Plans
There are many options when it comes to retirement plans, and selecting the right one for your needs can be confusing.
Our Solutions
Investments
Our guiding investment philosophy is based on the belief that by combining a global asset allocation framework with alternative investments we can achieve an optimal balance between return and risk.
Advice & Planning
Our comprehensive approach to financial planning begins with understanding what is important to you. You’ll partner with our team of advisors to develop, implement, and manage a customized plan designed to grow and protect your wealth.
Trust & Lending
With our trusted partners*, we advise on all aspects of structuring and administrating trusts, professional trusteeship, as well as offer a suite of lending solutions tailored to meet our clients’ needs.
Recent Insights
2024 Outlook: A Year of Economic Contrasts
2024 promises to be a pivotal one for US and global economies. Learn more about themes we think will drive the markets over the next year in our 2024 Outlook.
Year-End Financial Planning Checklist
Make sure you are well-positioned by evaluating your financial plan before year end.
Our Firm
John P. Calamos, Sr., founded Calamos Investments in 1977 to help investors create and build long-term wealth through innovative, risk-managed strategies. He pioneered the use of convertible strategies and alternative investment solutions to enhance returns and manage risk. Whether through Calamos Wealth Management or Calamos Investments, the firm has remained steadfast in its commitment to put investors first, actively manage risk, and deliver innovation and excellence.
Want to know more about Calamos Wealth Management?
Request More Information*Calamos Wealth Management LLC is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD doing business as Calamos Private Trust). In addition to Calamos Private Trust, Calamos Wealth Management offers trust services through other non-affiliated trust companies that are either nationally chartered or state chartered.