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.
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.
Here’s How It Works