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.
As we enter 2025, America's continued economic dominance, the Federal Reserve's rate trajectory, and significant policy shifts are reshaping investment opportunities. Discover our strategic recommendations for preserving and growing your wealth in this transformative year ahead.
Major tax changes proposed by the Trump administration could transform your financial landscape in 2025 and beyond. Discover what these proposals mean for your investments, retirement planning, and tax strategy—and how to position yourself for potential opportunities.
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.