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 Robert Funk, 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: Robert 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.

Funk Portfolio Review Request
*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.

Robert Funk

Robert Funk is a Senior Director with Navellier & Associates working directly with the high net worth clients of the firm’s Private Client Group as well as Registered Investment Advisors in the Institutional channel.

Rob has over 25 years of experience in the financial services industry. Before joining Navellier, he worked at Merrill Lynch and Lehman Brothers advising both retail and institutional accounts, as well as operating his own trading firm, RGF Capital.

Rob has a B.S. in Economics degree from Lehigh University. He currently holds the FINRA Series 7, 55, and 65 licenses.


Phone: 775-386-7973