Schedule Your Confidential, No-Obligation Review
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.
The Navellier team of investment professionals is standing by ready to give your portfolio a comprehensive review to help you make sound financial decisions with your goals and risk preference.
All of our portfolio recommendations are made on a person-by-person basis. You are unique and your investment portfolio should be as well.
How It Works
1. Contact Us
Simply provide us with your basic contact information so we can get in touch to go over the materials you’ll need to have ready as well as to schedule your no-obligation portfolio review.
2. Connect With Us
Share your updated holdings and investment goals with a senior Navellier team member.
3. Have a Real Conversation About Your Financial Goals
We will complete and discuss our customized suggestions for your portfolio.
Please complete the form below, and Jim McGarry, a senior member of our Navellier Private Client Group, will contact you to schedule your portfolio review with one of our investment professionals.
Please Note: Jim will not be completing the review but will act as your relationship manager and introduce you to a Navellier investment strategist. This opportunity is limited to those with a U.S.-based account with a current portfolio value of at least $250,000. Investments in securities involves substantial risk and has the potential for partial or complete loss of funds invested.
Jim McGarry is a Senior Director with Navellier Private Client Group, helping our clients meet their investment goals and needs. Previously, Mr. McGarry worked at some of the largest financial services firms in the world, including AXA Advisors and JP Morgan Chase, where he helped clients meet their insurance, investment and financial planning goals. Jim has worked in the financial services industry since 2001 and obtained the Certified Financial Planner® (CFP) designation in 2006. Prior to that, Jim worked at AT&T as a Financial Manager supervising a team of four Financial Analysts. Jim has an MBA in Finance from Fairleigh Dickinson University in Teaneck, NJ.