Since 1987, Navellier & Associates has guided our clients through no less than five significant market corrections.
The key to our success has been our carefully-crafted, custom portfolios that are available exclusively for our clients. For example, our Defensive Alpha Portfolio is designed to react to market conditions and move to cash as warranted. Our Power Dividend Portfolio aims to identify and invest in high quality stocks with strong dividend growth rates.
The strategies featured in these, and our other exclusive portfolios, can be blended to create a custom investment strategy to help our clients remain within their risk level to achieve their specific investment goals.
In times like these, experience matters. This is why I am making my firm’s institutional-level resources available to as many investors as possible over the coming 30 days.
A Professional Review of Your Personal Portfolio Awaits
While we are all experiencing the effects of market volatility, every investor is unique.
That’s why we are providing one-on-one professional portfolio reviews. We want to have a real conversation with you about your risk and goals and to align your investment strategy accordingly.
This review is done over the phone—at a time that is convenient to you—to give my associates and me the opportunity to learn about you and listen to your concerns.
With a little input from you, we can work together to help you align your portfolio in a way that will strive to…
- Focus on investments that can work for you in 2021 and beyond.
- Maximize your retirement income (now and in the future).
- Stay within your risk tolerance, without sacrificing returns.
At Navellier & Associates our proprietary quantitative models are designed to balance stocks, ETFs, mutual funds, and income producing investments with the intention of maximizing returns while controlling risk for U.S.-based portfolios starting at $250,000.
Get Started Now
Step #1: RSVP for a confidential review of your current portfolio.
Simply RSVP by filling out our simple form and we’ll contact you to schedule an appointment time that is convenient for you.
Step #2: The no-obligation portfolio review meeting.
I, or one of my associates, will go over your financial concerns and the investments you currently hold. We’ll use our proprietary analysis system to look for opportunities to help guide you toward a custom portfolio we feel will suit your investment objectives. We’ll point out any recommendations. In some cases, a few simple adjustments can lower your risk level.
For fastest service, call 1-800-887-8671.