Calamos Investments has achieved a significant honor by securing a position on Forbes’ esteemed list of America’s Top RIA Firms for 2025. This recognition is particularly noteworthy as it is the second time the firm has been acknowledged among the premier wealth management companies in the United States. Established in 1977 by Greek-American entrepreneur John P. Calamos, Sr., the firm is headquartered in Naperville, Illinois, and boasts offices in major cities including Chicago, New York, San Francisco, Milwaukee, Portland, and the Miami area.
Under the guidance of President and Chief Executive Officer John Koudounis, Calamos Investments has seen its assets nearly double, further solidifying its status as a leading provider of liquid alternatives—now recognized as the third largest in the United States.
In a move to enhance its investment offerings, Koudounis recently announced the launch of three Laddered Bitcoin Structured Alt Protection ETFs (CBOL, CBXL, CBTL), providing investors with varying levels of protection. This launch marks a milestone in the ETF industry, as it expands the organization’s already well-regarded structured protection strategies for Bitcoin and introduces innovative options for diversifying and bolstering investor portfolios.
Additionally, the firm introduced the Calamos Aksia Hedged Strategies Fund (HEDGX), an interval fund designed to grant investors access to a diverse range of hedge fund managers within a single actively managed portfolio. HEDGX stands out as the third interval fund launched under the AC Private Markets brand, representing a partnership that merges Calamos’s pioneering liquid alternatives expertise with Aksia’s established leadership in alternatives and private markets.
With such a robust portfolio expansion and continued recognition in the industry, Calamos Investments is positioned to not only adapt to the evolving financial landscape but also to provide innovative solutions that meet the needs of modern investors.