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 serves a mix of individual (including high‑net‑worth) and institutional clients, managing over $1 billion in discretionary and non‑discretionary portfolios. The firm delivers portfolio management across a wide range of strategies and participates in wrap‑fee and managed account programs while maintaining a relatively large client base for a team adviser. Investment decisions are driven by an internally developed, bottom‑up quantitative and fundamental screening process applied across market capitalizations and styles, with portfolios typically reviewed monthly or quarterly and client restrictions accommodated. The firm also runs tactical ETF and covered‑call strategies, uses select third‑party research for a Defensive Alpha product, provides model portfolios and trade signals to other advisors, and offers performance‑based fee arrangements for qualified clients while employing trade‑rotation procedures to address allocation conflicts. Noteworthy aspects disclosed in the ADV include material legal and regulatory events—SEC litigation and administrative proceedings, appellate activity, and a Chapter 11 filing—which are uncommon among peers. The firm publishes GIPS composites and performance information, engages in seminars and direct marketing tied to newsletter relationships, and emphasizes investment management services rather than standalone financial planning.

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.