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.
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.
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.
We advise and work with nonprofit organizations, such as foundations and endowments, as an outsourced Chief Investment Officer, developing, implementing, and managing to the organizations’ investment policy.
Investment Insights
October 13, 2022
Our Investment Strategy Group's Quarterly Market Commentary for October 2022 shares their market review and outlook for the third quarter of 2022.
Advice & Planning Insights
February 10, 2022
Updated for the 2021 tax year, the guide provides a convenient reference for tax preparers and is broken down by Income, Investment, Retirement, Charitable Gifts and Estates.
*Calamos Trust Services is a Trust Representative Office of National Advisors Trust Company; a federally chartered and regulated by the Office of the Comptroller of the Currency (OCC), a bureau of the U.S. Treasury Department, and is authorized to do business in all 50 states. First State Trust Company, is a Delaware state-chartered trust company serving as trust administrators for wealthy families since 1982 in all 50 states. Trust services provided in conjunction with unaffiliated chartered trust companies. ** Services made available through TriState Capital’s Private Bank or The Bancorp Bank. Services may also be provided through Goldman Sachs Private Bank Select or U.S. Bancorp (in partnership with Fidelity Custody & Clearing Solutions).