Navellier & Associates Inc

Overview

Navellier & Associates Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1987. The firm manages portfolios for both individual and family clients as well as institutional and business accounts. Its advisory services include discretionary portfolio management for individuals and small businesses, institutional portfolio management, and educational seminars or workshops. Compensation is primarily a percentage-of-AUM arrangement, and the firm also uses performance-based fees. Navellier shows an equity-oriented preference, favoring exchange-traded equities as the primary vehicle for implementing its strategies. It reports use of third-party alternative asset managers for select allocations rather than operating as a capital allocator itself.

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Public Holdings

Investments & Alternatives