A complete list of active advisors currently associated with Navellier & Associates Inc
Warmer can help you find a great advisor at Navellier & Associates Inc or one who fits your needs even better.
Navellier & Associates is a registered investment adviser that manages discretionary equity and ETF portfolios for a mix of individual, high‑net‑worth, and institutional clients, charging percentage‑of‑AUM fees for portfolio management. The firm reports roughly $1.1 billion in assets under management and serves over 1,200 client accounts through a team of approximately 11 advisors, and it also participates as a sponsor in wrap/managed account programs and consults on unit investment trusts. Investment decisions are driven by an in‑house, bottom‑up quantitative screening process combined with fundamental analysis, applied across a broad set of strategies (large, mid, small, and all‑cap growth, dividend and covered‑call strategies, and tactical ETF allocations). Portfolios are typically managed on a discretionary basis with regular monthly or quarterly reviews, and the firm supplements its internal research with selected third‑party research for certain strategies and offers performance‑based fee arrangements for qualified clients. Notable distinctions in the brochure include documented regulatory and legal disclosure events (including litigation, SEC administrative proceedings, appellate rulings and a Chapter 11 filing), the firm’s public GIPS disclosures and advertised performance results, and ongoing client marketing activities tied to newsletter and seminar channels that are managed separately from advisory accounts. The firm also highlights features that are less common among similar teams — availability of performance‑based fees, sponsorship of wrap programs, and routine seminar/workshop outreach — while its ADV does not describe a standalone comprehensive financial planning service as part of its core offerings.
To learn more about the advisors currently working at Navellier & Associates Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Navellier & Associates Inc's office locations.
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