PCG SPECIAL OPPORTUNITY Q1 2023

Special Opportunity for Qualified Investors

Portfolio reviews are a critical component of your investment process. Through regular evaluations, you will get a better understanding of whether you are on track to meet your financial objectives or whether some adjustments need to be made to your investing strategy.

Let’s Connect

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

At Navellier Private Group our proprietary quantitative models are designed to balance stocks, mutual funds, and income-producing investments with the intention of maximizing returns while controlling risk. Our strategies can only be applied to investors who meet all of the following qualifications:

Have a U.S.-based portfolio.
Have a minimum account value of $250,000.
Are able to provide portfolio holdings for strategy and risk analysis.

For investors who meet all three qualifications, the team at Navellier Private Client Group is standing by to provide no-obligation, one-on-one portfolio reviews to make specific diversification and portfolio strategy recommendations.

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.