"The number one #Bitcoin concern we've heard from clients is around volatility," said Jon Adams, CFA, Chief Investment Officer at Calamos Wealth Management. Jon discussed with CoinDesk during a recent event how protected Bitcoin ETFs can enhance portfolio diversification and returns when deployed appropriately. Read VettaFi’s recap of the CoinDesk event: https://okt.to/XB7sHt https://okt.to/qMjTlc
Calamos Wealth Management
金融服务
Naperville，IL 2,471 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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In his first month back in office, President Trump has outlined a comprehensive tax policy framework. What does this mean for individual taxpayers? For business owners and investors? How can you prepare? Download our guide: https://okt.to/ZOduVr #TaxPlanning #FinancialInsights
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Ready for takeoff April 22: John P. Calamos, Sr.’s biography, “The Sky’s the Limit.” From working at his parents’ grocery store in Chicago, to flying over 400 combat missions in Vietnam, to founding a global asset management firm managing over $40 billion, Mr. Calamos’ personification of the American Dream is captured by The New York Times bestselling author Joe Garner. Read more: https://okt.to/SOPU6l
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Fundamentals speak volumes about America's enduring economic strength. Access our 2025 Outlook to examine three themes that we believe will shape the economy in the coming year and impact the U.S. and global markets: https://okt.to/d1YxEr
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Don't let economic uncertainty cloud your 2025 vision. Our latest Economic Outlook webinar with Chief Investment Officer Jon Adams, CFA delivers the clarity you need, breaking down administration policy impact and other influences on strategic portfolio positioning. Watch to get actionable insights to turn market shifts into opportunities: https://okt.to/fY9O2h
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Watch Calamos President & CEO John Koudounis on CNBC’s “Closing Bell: Overtime” as he discusses President Trump’s impact on the markets, crypto investing, and our new suite of downside protected Bitcoin ETFs. Tune in on Wednesday, Jan. 22 at 4:15pm ET on CNBC, or livestream here: https://okt.to/6sZIGa
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Stay tuned for historic innovations from Calamos Investments in 2025.?
On heels of $1.1 T in #ETF net inflows, more than a dozen #ETFs launched today including two from Calamos Investments. Excited for what’s to come in the downside protection space. Matt Kaufman, CETF? Frank J. Tirado, MS Jessica Fernandez https://lnkd.in/eX3C9Yb3
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“Our commitment to creating tomorrow starts today,” remarks our President & CEO John Koudounis at our firm-wide town hall, along with remarks from our Founder, Chairman, & Global CIO, John P. Calamos, Sr. This year has been monumental for Calamos. We’ve launched nearly 20 first-of-their-kind products, have made investing accessible to all, and continue to innovate.
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Peter Economides, renowned brand strategist, took the stage for a second day at our year-end, all-associates meeting. He focused on the importance of communicating Calamos’ new brand narrative, “TODAY FOR TOMORROW” internally, and across the entire eco-system. This, he says, captures the heart and soul of everything that Calamos represents. It provides the cultural underpinnings to allow the firm to establish powerful human connections based on what Calamos truly stands for - financial wellbeing, accessible to all, in a time of disruptive change.
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