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Navellier & Associates
Navellier & Associates is an SEC-registered investment adviser in Reno, NV, registered since 1987. The firm manages $1.1 billion in assets and $1.1 billion on...
Navellier & Associates
Navellier & Associates is an SEC-registered investment adviser in Reno, NV, registered since 1987. The firm manages $1.1 billion in assets and $1.1 billion on a discretionary basis. It has 21 employees and 2 investment advisers.
General information
Firm type
Generalist
Year founded
1987
Location
Region
North America
Country
United States
City
Reno
Corporate office
Reno, NV, United States
Principals
Louis Navellier
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Navellier & Associates?
Louis Navellier serves as Chief Investment Officer, a role he has held since founding the firm in 1987. The firm states that its top portfolios are managed by the same professionals who launched them, indicating a stable investment committee with long-tenured portfolio managers. Specific additional named decision-makers are not disclosed publicly.
How does Navellier source investment ideas?
Navellier uses a proprietary quantitative model that screens equities on reward (alpha) relative to risk (standard deviation). Stocks passing that screen are run through fundamental filters focused on earnings growth, profit-margin expansion, and forward price-to-earnings ratios. The model is the primary idea-generation engine — the firm does not market a venture-style or private-market sourcing channel.
Is Navellier structured as a single family office or an asset manager?
Navellier & Associates is an independent asset manager, not a family office. It was founded to manage money for high-net-worth individuals and provides customized equity portfolios through a direct-to-investor model, with no connection to a single-family wealth pool.
Does Navellier participate in fund commitments or only direct equity portfolios?
The firm's stated model is direct portfolio management — building customized, separately managed equity accounts for individuals. It does not market pooled-fund commitments, private capital vehicles, or investments in external GPs to the public.
What is Navellier's known posture on co-investments alongside external managers?
Navellier does not publicly describe a co-investment practice or club-deal arrangement. It markets proprietary portfolio strategies that are managed in-house, positioning its product as a satellite or core holding within a broader multi-manager structure rather than a co-investment partner to external GPs.
How does the firm differentiate growth, income, and defensive strategies?
The growth strategy targets securities with superior earnings, revenue, and profit-margin expansion. The income strategy seeks dividend growth and capital appreciation. The defensive strategy is designed to outperform in up markets while limiting losses in declining markets. All three share the same quantitative and fundamental screening infrastructure.
Where does Navellier's management team operate from?
The firm is headquartered in Reno, Nevada, where its investment team and operations staff are based. No additional offices are disclosed.
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