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Claim Your No-Obligation 2023 Portfolio Roadmap

No matter what happens in 2023, I believe every investor can benefit from a professional review of their personal portfolio—one that takes into account their individual goals and risk tolerance.

At Navellier & Associates, we use our proprietary analysis system to look for opportunities to help guide you toward a portfolio we feel will suit your investment objectives. We can blend our exclusive portfolios for growth, income, and capital preservation. In some cases, a few simple adjustments can lower your risk level.

Once the portfolio review process is complete, you’ll get our specific recommendations for your 2023 Portfolio Roadmap that is yours with no obligation.

Contact us by February 15, 2023, to schedule your confidential, personal portfolio review and get your custom Portfolio Roadmap with no obligation.

Who We Help

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

Portfolio Review (IPM February 2023)
*Please note that our team can accommodate calls from Monday - Friday. As call volumes are variable, we will make every attempt to contact you at your requested date and time. 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.

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