Hillsborough, NJ Office

Navellier & Associates offers discretionary portfolio management and related advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations, pension plans and registered investment companies. As of June 30, 2026 the firm reported approximately $1.3 billion in discretionary assets under management across about 1,301 clients and a team of 12 advisors, and it also manages a small amount of non‑discretionary UIT assets.

The firm’s investment process is quantitative and fundamental, using a multi‑step screening system to construct concentrated and diversified equity portfolios across market capitalizations, plus tactical ETF, covered‑call and dividend‑focused strategies; portfolios are reviewed monthly or quarterly and are primarily managed on a discretionary basis. Navellier also offers a Private Client Group with customized allocations, provides periodic model “signals” to other advisers, accepts performance‑based fee arrangements for qualifying clients, and discloses that it advertises historical performance results.

Several operational and compliance features distinguish Navellier from many peers: the ADV details a lengthy regulatory and litigation history (including SEC enforcement actions, a district court judgment, a protective Chapter 11 filing in September 2025, and an SEC order issued September 21, 2026 revoking the firm’s registration effective November 20, 2026 while permitting a 60‑day wind‑down of existing accounts). The brochure also highlights less common practices for a team‑sized firm — sponsorship of wrap/managed‑account programs, use of third‑party research for a Defensive Alpha strategy, an active newsletter and seminar presence tied to external publishers, and the firm’s advertising of third‑party ratings — any of which may be relevant when comparing service models and potential conflicts of interest.