We proudly support our local business owners by continuing John P. Calamos, Sr.'s long-time partnership with Naperville Area Chamber of Commerce. At this year’s Calamos-sponsored-and-hosted Economic Forecast, Jon Adams, CFA, Chief Investment Officer, provided timely market insights.
Calamos Wealth Management
金融服务
Naperville，IL 2,313 位关注者
Customized wealth management solutions drawing on Calamos Investments' nearly 50 years of investment experience.
关于我们
Calamos Wealth Management helps individuals, families and foundations meet their current financial management needs, while assisting them to achieve long-term goals and build a cohesive legacy that reflects personal values and objectives. Our approach addresses more than asset allocation. It is also about navigating the issues associated with the accumulation and preservation of wealth. In addition to a dedicated wealth advisor, our team includes wealth strategists, service professionals, and a chief investment officer who combine their experience and knowledge to solve for our clients’ most complex needs. These can include estate planning, tax planning, generational wealth transfer, and selling a business, as well as any other challenges that may impact the achievement of their financial goals. Important disclosures: https://bit.ly/39ExSuR
- 网站
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https://www.calamos.com/wm
Calamos Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Naperville，IL
- 类型
- 私人持股
- 创立
- 2007
- 领域
- Investment management、wealth preservation、services to support family offices、specialized advisory services、financial advisory、wealth planning、estate planning、risk management和tax planning
地点
Calamos Wealth Management员工
动态
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We are honored to be named one of America's Top 100 RIA firms for 2024 by Forbes | SHOOK Research. This award highlights our extensive expertise, growth, and rising prominence in the wealth management industry. “This recognition exemplifies our relentless pursuit of innovation and service excellence, which we have delivered to our clients for almost five decades,” said John Koudounis, President & CEO. Read the press release here: https://okt.to/4g9FDO
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CNBC's Scott Wapner talks to our President & CEO John Koudounis about what’s in store for the equity markets and why alternative strategies might be the answer to the volatility problem. Watch his interview from this year’s CAIS Alternative Investment Summit: https://okt.to/U7BzcV #CAISSummit
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It promises to be a dynamic market environment with the upcoming election and the Fed beginning its rate cuts. Watch our recent webcast as chief investment officer Jon Adams discusses ongoing events and their effect on markets: https://okt.to/41xgSu
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The momentum behind #SROI continues—up over 29% on the trailing 1-year! These gains reflect the impact of our Sustainable Equities Team's 25-year proprietary research approach and ability to spot high-quality companies to invest in. SROI is brought to you through a partnership between Calamos and Giannis Antetokounmpo — two powerhouses joined together as one team aiming to deliver positive impact. Together, we aim to inspire, drive greatness, and contribute to a world of well-being and prosperity for all. calamos.com/sroi ?????? ??????: https://okt.to/aW1crU
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It’s never too late to start when it comes to retirement planning. Chief Wealth Strategist John Campbell, JD, CLU also recommends consistently evaluating your spending and saving habits to stay on track in a recent Financial Advisor magazine article. Learn more about how effectively save for retirement regardless of the stage you’re in: https://okt.to/HkzOyG
Clients With No Savings At Age 50?–?What To Do
fa-mag.com
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The shared values between Calamos and Giannis Antetokounmpo forge the foundation for a great partnership — two powerhouses joined as one team aiming to deliver positive societal and financial returns. calamos.com/sroi. In the news: https://okt.to/RYNkuO ?????? ??????: https://okt.to/5yplOc
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From technology efficiencies to networking at in-person events, hear how Jon Adams, CFA, Chief Investment Officer at Calamos Wealth Management is leveraging CAIS. ? Interested in joining us for a CAIS Live in a city near you? View the full 2024 events schedule here: https://lnkd.in/dvWhbBfZ #CAISLive #alternatives #independentwealth
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In honor of #LaborDay, Calamos Wealth Management expresses deep appreciation to all associates for their exceptional work and dedication.
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We're saying farewell to our 2024 summer intern class! We deeply appreciate the contributions and vibrant energy they’ve brought to our firm over the past 10 weeks. Good luck in all your future endeavors. #CalamosCareers #SummerInternship #FeelGoodFriday