Coral Gables, FL Office

Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high‑net‑worth individuals, family offices, endowments, private foundations, corporations and retirement plans. The firm manages separately managed accounts and two defined advisory programs — one that blends individual securities with fund exposures and a managed mutual fund program that typically uses Calamos Funds — and also offers trust and retirement plan consulting services.

The firm’s investment process emphasizes asset allocation, quantitative and qualitative evaluation, vehicle selection and ongoing monitoring, and routinely uses a mix of individual equities and fixed income, mutual funds, ETFs, interval funds and private investment funds. Calamos commonly recommends or allocates assets to its affiliate Calamos Advisors LLC as a sub‑adviser and documents its sourcing, due diligence and monitoring procedures; it also uses specialized sub‑advisers for tax‑managed strategies (e.g., Quantinno, which requires client acknowledgment of a managed margin account).

Distinctive features include Calamos’ role as sponsor/manager of a broad family of pooled vehicles (open‑end funds, closed‑end funds, ETFs, interval funds and private funds) and its explicit policies for investing client assets in newly launched or small affiliated funds, including Investment Committee approvals and enhanced disclosure. The firm also provides trustee services through an affiliation with National Advisors Trust Company (Calamos Private Trust), participates in referral programs such as Fidelity’s WAS program, and describes specific conflict‑mitigation controls (fee waivers for affiliated fund investments, disclosures, and monitoring) tied to those affiliated fund relationships.