Looking for a Fresh Perspective?

Markets are constantly evolving. Economic conditions change. Earnings trends shift. New market leaders emerge.

That’s why many investors choose to periodically step back and ask an important question:

Is my portfolio still positioned for today’s market?

At Navellier & Associates, we invite qualified investors to have a confidential conversation with our team about their portfolio. This isn’t a generic market update or a one-size-fits-all presentation. It’s an opportunity to discuss your current holdings, your long-term objectives, and how today’s economic environment may influence your investment strategy.

During Your Conversation, We’ll:

Review your current portfolio and overall allocation
Discuss sector exposure and potential concentration risks
Share our research-driven perspective on current market trends
Answer your questions and help you better understand how your portfolio is positioned

Who Qualifies?

To request a consultation, you must:

Have a U.S.-based investment account
Have at least $250,000 in investable assets
Be able to provide your current portfolio holdings for review

If you’d like an independent perspective on your portfolio, we invite you to schedule a confidential conversation with the Navellier & Associates team.

We look forward to speaking with you.

Get Started

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.