PCG Unprecedented Times October 2023

Enjoy A Complimentary Investment Consultation

To help you decide whether Navellier Private Client Group is right for you, we would like to offer you a private consultation either with me or one of my trusted colleagues.

The purpose of this consultation will be to take a look at your current portfolio and how well it is meeting your investment goals. Our top priority will be to listen to your concerns and preferences so we can help you achieve your goals more effectively. Our portfolios can be customized for Growth, Income, or Capital Preservation when it’s time to get defensive.

The consultation can take place either by phone or in-person at a time that is convenient to you. It will be entirely free of charge and anything you say will be held in the strictest confidence.

During the consultation, we can suggest ways we believe you can position your portfolio to better meet your financial goals and expectations. We can let you know if you are overly exposed to certain risk factors. And we will be happy to share with you our current outlook on the financial markets.

Once we get to know each other better, it’s up to you to decide if you would like to take our relationship further and have us design and manage a portfolio plan specifically targeted to meet your unique needs.

We look forward to hearing from you.

Signed:

Louis G. Navellier
Navellier Private Client Group CIO

Get Started

Who We Help

Growth Investors

Investors who are interested in growth securities that boast superior earnings, revenue, and profit margin expansion.

Income Investors

Investors who are interested in strong dividend growth and income opportunities with capital appreciation.

Defensive Investors

Investors who strive to out-perform up markets and limit losses in declining markets.

How It Works

1. Contact Us

Simply provide us with your basic contact information so we can get in touch to schedule your no-obligation portfolio review.

2. Connect With Us

A senior Navellier member will be in touch to talk investments and goals.

3. Have a Real Conversation About Your Financial Goals

We will complete and discuss our customized suggestions for your portfolio.

Get Started

*Please note that our team can accommodate calls from Monday - Friday. We look forward to speaking with you soon.

About Louis Navellier

My name is Louis Navellier and I’m most widely known as an investment adviser and market analyst. Since 1980, I’ve been publishing my quantitative analysis on growth stocks and I’ve made it my life’s work to continuously refine and develop my analysis for investors like you.

My research and analysis have led to regular appearances on CNBC and Fox Business News and I am frequently quoted by MarketWatch and Bloomberg.

I also manage money for private and institutional clients through my money management company, Navellier & Associates, Inc.

Wealthy individuals and institutional investors want access to my 30+ years of quantitative research experience.

Our work with these professionals requires tight controls on investment risk and an exhaustive due diligence process.

The overall goal for our clients focuses on how to achieve steady, long-term returns in up and down markets.

At Navellier & Associates, our proprietary quantitative models are designed to balance stocks, mutual funds, and income-producing investments to maximize returns while controlling risk.

And today, I’m thrilled to give you the opportunity to put this same rigorous screening criteria and quantitative and fundamental analysis to work for your portfolio. For U.S.-based portfolios from $250,000 to $100+ million — my firm is here to help.