It's Time to Prepare for 2020...

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As Indices Near All-Time Highs, Careful Stock Selection is Key…

It's Time to Prepare for 2020 With A Portfolio Check Up

✓ Diversification Check

✓ Sector Rotation Check

✓ Earnings Evaluation Check

✓ Risk Analysis Check

The Next 75 Respondents Will Personally Receive a Confidential Check Up From Louis Navellier.

By: Louis Navellier,
Chief Investment Officer
Navellier & Associates

Dear Investor,

Louis Navellier

Louis Navellier,
Chief Investment Officer
Navellier & Associates

Q4 is off to a strong start thanks to a "nirvana" environment sparked by the recent rate cut and steady economic growth. However, trade wars and the political circus continue to dominate headlines.

That's why I'm reaching out to you today.

In response to this critical time, I am offering investors like you a no-obligation portfolio "check-up" to carefully evaluate your stocks as we head into 2020.

At my money management firm, Navellier & Associates, I've spent over 30 years developing and refining quantitative approaches to investing. We utilize these strategies to manage assets for wealthy individuals and institutional investors.

Our work with these elite investors requires tight controls on investment risk and an exhaustive due diligence process.

The overall strategy for these clients focuses on steady, long-term returns in up and down markets.

At Navellier & Associates our proprietary quantitative models are designed to balance stocks, ETFs, mutual funds, and income producing investments to maximize returns while controlling risk.

And today, I'm thrilled to give you the opportunity to put this same rigorous screening criteria and quantitative and fundamental analysis to work for your portfolio.

Let Me Help You Get Ready for 2020

It is unfortunate that so many self-directed individual investors don't have the time or resources to conduct the same extensive analysis and research we do every week. Furthermore, the modeling expertise and computer power needed to create and manage balanced portfolios on a timely basis are beyond the reach of many investors. (Developing the quantitative models alone has been my life's work.)

But I am making it a priority to put all of the experience, expertise, and resources available at Navellier & Associates to work for you and your personal portfolio.

Get Your Confidential Portfolio Review

Every investor is unique. And you'd be hard pressed to find two investors who are in the exact same situation or have the same financial goals.

That's why we believe that the only way to align your investment strategy to your goals is to have a one-on-one review and conversation about your current portfolio. This review is an opportunity for my associates and I to learn about you and listen to your concerns.

With a little input, we can work to help you recharge your portfolio in a way that will strive to…

  • Focus on investments that can work for you as we head into 2020.
  • Maximize your retirement income (now and in the future).
  • Stay within your risk tolerance, without sacrificing returns.
  • Provide for your loved ones today and in the future.

Here's How It Works:

Contact us today for a confidential review of your current portfolio. I, or one of my associates, will personally go over your financial concerns and the investments you currently hold.

We'll use our proprietary analysis system to look for opportunities to help guide you toward a portfolio we feel will suit your investment objectives. We'll point out any recommendations. In some cases, a few simple adjustments can lower your risk level.

What's more, I plan on conducting the next 75 qualified reviews myself. I'm looking forward to helping you by applying my firm's institutional-level resources to your personal portfolio.

In my humble opinion, right now is a good time to have your investment portfolio assessed and recharged for this expected choppy market.

To schedule your no-obligation portfolio review, please click here to contact us.

I'm confident we can help you build a portfolio that will suit your individual financial objectives.

Sincerely,

Signed:
Louis Navellier
Chief Investment Officer
Navellier & Associates

P.S. Be sure to be one of the next 75 responders to get personal portfolio advice from me. Simply click here to reserve your personal and confidential portfolio review.

Yes, I Want a Portfolio Check Up!

 


IMPORTANT DISCLOSURES

This communication has been provided to you for informational purposes only and may not be relied upon by you in evaluating the merits of investing in any Navellier investment strategy or composites. The net performance results portrayed include the reinvestment of all dividends and other earnings. Past performance is not indicative of future results, and there can be no guarantee as to the accuracy of market forecasts. Opinions, estimates, and forecasts may be changed without notice. This material is not a solicitation to purchase any securities, including shares of any investment company. The views and opinions expressed are provided for general information only. The views and opinions expressed are those of Navellier at the time of publication and are subject to change. There is no guarantee that these views will come to pass. The statistical information presented in this communication is provided by Navellier Internal Research.

Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Investment in fixed income components has the potential for the investment return and principal value of an investment to fluctuate so that an investor’s shares, when redeemed, may be worth less than their original cost. Dividend payments are not guaranteed. The amount of a dividend payment, if any, can vary over time and issuers may reduce dividends paid on securities in the event of a recession or adverse event affecting a specific industry or issuer.

The views and opinions expressed do not constitute specific tax, legal, or investment or financial guidance to, or recommendations for, any person, and the material is not meant to provide financial or investment guidance and does not take into account the particular financial circumstances of individual investors. Before investing in any investment product, investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

IMPORTANT NEWSLETTER DISCLOSURE: The performance results for investment newsletters that are authored or edited by Louis Navellier, including Louis Navellier’s Growth Investor, Louis Navellier’s Breakthrough Stocks, Louis Navellier’s Accelerated Profits, and Louis Navellier’s Platinum Club , are not based on any actual securities trading, portfolio, or accounts, and the newsletters’ reported performances should be considered mere “paper” or proforma performance results. Navellier & Associates, Inc. does not have any relation to or affiliation with the owner of these newsletters. There are material differences between Navellier & Associates’ Investment Products and the InvestorPlace Media, LLC newsletter portfolios authored by Louis Navellier. The InvestorPlace Media, LLC newsletters and advertising materials authored by Louis Navellier typically contain performance claims that do not include transaction costs, advisory fees, or other fees a client may incur. As a result, newsletter performance should not be used to evaluate Navellier Investment Products. The owner of the newsletters is InvestorPlace Media, LLC and any questions concerning the newsletters, including any newsletter advertising or performance claims, should be referred to InvestorPlace Media, LLC at (800) 718-8289.

Please note that Navellier & Associates and the Navellier Private Client Group are managed completely independent of the newsletters owned and published by InvestorPlace Media, LLC and written and edited by Louis Navellier, and investment performance of the newsletters should in no way be considered indicative of potential future investment performance for any Navellier & Associates separately managed account portfolio. Potential investors should consult with their financial advisor before investing in any Navellier Investment Product.

1 East Liberty, Suite 504 Reno, Nevada 89501

 


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