A Strong Partner with Knowledgeable Resources

Institutions

Calamos Wealth Management’s depth of investment and advisory talent has decades of experience serving the needs of institutions, foundations and non-profits. Together, we can assemble a team to develop and execute on solutions regarding:

  • Investment Policy Statements, including ESG mandates
  • Access to specialized and/or alternative asset classes
  • Liquidity needs
  • Specialized trusts
  • Gifts of appreciated assets

We have a particular focus on the value of longevity and maintaining a legacy for the future. This long-term perspective creates valuable insights that we apply to 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 along with continual compliance and monitoring protocols, as well as customized, comprehensive reports. Our expertise includes helping clients navigate the challenges of how to fund spending commitments in the face of uncertain capital inflows and investment returns.

Several of our team members have earned their Accredited Investment Fiduciary® designation*, equipping 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.

*Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Calamos is engaged, or continues to be engaged, to provide investment advisory services