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 Tom Donnelly, 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: Tom 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.
Thomas “Tom” Donnelly is a Senior Director with Navellier & Associates working directly with the firm’s high net worth clients.
Prior to joining Navellier, Tom spent more than 25 years in various financial services positions: Regional Vice President, ETF Product Specialist, Mutual Fund Consultant as well as a Financial Advisor. Tom received his B.S in Business Management from St John’s University and his MBA from Dowling College. Tom and his family reside on Long Island.