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Calamos Wealth Management
Calamos Wealth Management
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    Our solutions provide clients with access to comprehensive wealth planning through a custom investment approach and systematic wealth planning.

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    Access perspectives on the markets, investment strategies and and how our advanced wealth planning can help clients achieve their goals.

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    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.

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2024 Outlook: A Year of Economic Contrasts

January 24, 2024

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.

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Monthly Market Commentary - October 2023

November 7, 2023

Our Monthly Market Commentary for October 2023 shares three key themes that influenced markets during the month.

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Quarterly Market Commentary - Q3 2023

Q3 2023
October 10, 2023

Our Investment Strategy Group's Quarterly Market Commentary for October 2023 shares their market review and outlook for the third quarter of 2023.

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Monthly Market Commentary - August 2023

September 7, 2023

Our Monthly Market Commentary for August 2023 shares three key themes that influenced markets during the month.

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Monthly Market Commentary - July 2023

August 1, 2023

Our Monthly Market Commentary for July 2023 shares three key themes that influenced markets during the month.

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Quarterly Market Commentary - July 2023

Three Questions for H2
July 13, 2023

Our Investment Strategy Group's Quarterly Market Commentary for July 2023 shares their market review and outlook for the second quarter of 2023.

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Market Spotlight: Will Powell's 'Skip' Turn into a 'Standstill'?

Jon Adams, Chief Investment Officer
June 14, 2023

Our Market Spotlight shares insights and implications on Fed’s decision to keep rates on hold at its June meeting.

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Monthly Market Commentary - May 2023

Jon Adams, Chief Investment Officer
June 9, 2023

Our Monthly Market Commentary for May 2023 shares three key themes that influenced markets during the month.

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Check the background of the firm and its investment professionals on FINRA's BrokerCheck. Form ADV Part 2A | ERISA 408(b)(2) | Form CRS

© 2024 Calamos Wealth Management. All Rights Reserved.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Calamos Wealth Management, LLC), or any non-investment related content, made reference to directly or indirectly will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information provided here serves as the receipt of, or as a substitute for, personalized investment advice from Calamos Wealth Management, LLC. To the extent that a client or prospective client has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Calamos Wealth Management, LLC is neither a law firm nor a certified public accounting firm and no portion of the website content should be construed as legal or accounting advice. If you are a Calamos Wealth Management, LLC client, please remember to contact Calamos Wealth Management, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Calamos Wealth Management, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request.

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The views provided on this website are intended to provide the investor with an introduction to Calamos Wealth Management LLC and its investment strategies. Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any security, or as an offer to provide advisory services by Calamos Wealth Management LLC in any jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. Information on this website is intended only for United States citizens and residents. Nothing contained on this website constitutes investment, legal, tax or other advice, nor should be relied upon in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.

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