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.
Simply complete the form below, and Ken Stein, a senior member of our Navellier Private Client Group, will contact you within the next 72 hours to schedule your portfolio review with one of our investment professionals.
Please Note: Ken 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.
Ken Stein joined Navellier in September 2014 as Sr. Director of Private Client Services.
In this role Ken advises retail investors about their options for professional money management with Navellier & Associates in order to deliver better risk-adjusted portfolio returns. A Certified Financial Planner®, Ken has experience leading sales and wealth management teams in both the brokerage and banking environments.
Ken received his B.A in Education from S.U.N.Y. Stony Brook and the CFP® designation from The American College in Bryn Mawr, PA. Ken currently holds FINRA Series 7, 63, and 65 licenses.