With WTI crude stabilizing around $78, Calamos Wealth Management’s energy holdings are positioned for income generation while limiting downside amid global supply shifts. Brent Coggins, chief investment officer with Triad Wealth Partners, a Lawrence, Kan.-based RIA with $460 million in AUM, outlined a similar philosophy. Calamos Investments, an investment manager with over $40 billion in assets under management (AUM), filed paperwork with the U.S. Securities and Exchange Commission (SEC) last week for three separate exchange-traded funds (ETFs): Calamos Wealth Management has marginally increased ESG-integrated investments, leveraging demand from institutional clients amid projected $50B inflows into sustainable assets globally this year.
