Navellier & Associates

Overview

Navellier & Associates is a U.S.-based investment management firm specializing in quantitative investment strategies. The firm offers a range of investment solutions, including growth opportunities, income solutions, and defensive investments. Their investment approach combines quantitative analysis, fundamental analysis, and optimization to select stocks that outperform the market. They cater to individual investors with portfolios ranging from $250,000 to over $100 million, as well as institutional clients. Navellier & Associates is known for its active management approach, with portfolio turnover ranging from 100% to 300%, depending on market conditions. The firm is headquartered in Reno, Nevada, and has been providing investment advisory services since 1987. Their investment strategies are designed to balance stocks, ETFs, mutual funds, and income-producing investments to maximize returns while controlling risk. The firm is led by Louis G. Navellier, who has over 30 years of experience in the investment industry. He is also known for writing several investment newsletters focused on growth investing and frequently provides market analysis on financial news platforms. Navellier & Associates continues to function as an SEC-registered investment adviser, managing approximately $968 million in discretionary assets across 1,303 client accounts as of September 2025. The firm's investment philosophy emphasizes steady, long-term returns in both up and down markets, aiming to mitigate investment risks for their clients.

Investment Focus

• Minimum account value of $250,000
• Ability to provide portfolio holdings for strategy and risk analysis