Individuals & Families
Institutions

Our clients include multi-generational families, successful entrepreneurs, endowments, foundations and business owners, including lawyers, doctors and professional athletes.

Whether our clients' wealth has been earned over a career, inherited or represents a private endowment or foundation, they chose Calamos Wealth Management to serve as their stewards, to grow and protect their assets, and to build and preserve their legacy.

We are especially focused on the challenges of preparing the next generation for the responsibilities of wealth; taking the time to meet and educate them now so they are prepared to make the necessary and responsible choices that lie ahead.

Individuals & Families

We take great care in helping families, including single and multi-family offices, to preserve the assets they have attained over a lifetime – or generations – of hard work and sacrifice. We work with them to simplify the complex and burdensome investment and wealth planning decisions that carry such significant responsibility. We recognize the effort that goes into achieving success and the implications of not protecting it.

We begin by learning your unique story, to fully understand your objectives. This enables us to craft a personalized investment policy statement and ultimately construct a portfolio for you, along with other recommended solutions. We monitor the performance of your accounts and have regular ongoing communications with you, including in-person meetings, to ensure that the progress of your investments remain aligned with your goals.

Institutions

At Calamos Wealth Management, we have a particular focus on the value of longevity and maintaining a legacy for the future. This long-term perspective creates valuable insights into 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 with continual compliance and monitoring, as well as create customized, comprehensive reports. Our expertise includes helping clients navigate the challenges of how to fund spending commitments against the uncertainty of capital inflows and investment returns.

A number of our team members have earned their Accredited Investment Fiduciary® designation, enabling 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.