FAQs Archive

Q: May I invest directly with Navellier?

Navellier does not take custody of assets. As a result, you must open an account with a brokerage firm. If you already have a brokerage account, chances are we can manage your account at that firm; however, we cannot manage your account through many of the discount firms. If you need help finding a brokerage firm, or would like to check if we can use your existing firm, please call (800) 887-8671 or send an email to info@navellier.com .

Q: Do I get monthly statements from Navellier?

Because your assets would be held at a brokerage firm, that firm would send you monthly statements and trade confirmations. Furthermore, most brokerage firms have online account access, so you would be able to review your account any time you wish. In many other ways, however, Navellier communicates regularly with its clients. We offer a quarterly letter to management clients and a weekly email service called Marketmail, which keeps you informed about what's happening in the stock market and economy. You do not have to be a Navellier client to receive the Marketmail service.

Q: How fast will you invest my assets after I open my account?

We work quickly. We also do not "time the market." As such, we typically will have you fully invested within a week or two.

Q: May I trade some of my own ideas in the same account?

We cannot share an account with you. It is too difficult to separate our performance from your performance. You will have to trade your own ideas in a separate account. However, you may make special requests to hold or sell particular stocks for tax purposes. To do so, please call (800) 887-8671.