Alternative Investments

Alternative Investments Registration

As you know, many alternative investments, including hedge funds, are only available to sophisticated investors who meet certain strict requirements. These investments are, in general, simply not suitable for most investors. In order for us to determine that you are qualified for the alternative investment products we offer, regulations require us to gather certain confidential information from you. Because investment opportunities will vary from person to person depending upon net worth, liquidity, income and investment objectives, among other factors, it is in your best interest as a prospective investor to provide accurate and complete responses to the following requests for information.

All information provided to us will be held in accordance with our Privacy Policy.

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Alternative investment products, including hedge funds, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

Navellier Hedge Management, Inc., a registered investment advisor, offers various alternative investments, specializing in hedge funds. Navellier and/or its officers/partners may have a financial interest in such alternative investments.