Portfolios

Private Account Portfolios

Fundamental 'A' Wrap Composite

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The Fundamental 'A' Portfolio is designed for aggressive investors seeking capital appreciation from a select group of companies across a broad capitalization range.

Large Cap Growth Wrap Composite

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The Large Cap Growth Portfolio is designed for aggressive investors seeking capital appreciation from well-established large capitalization companies.

International Growth Wrap Composite

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The Navellier International Growth Portfolio is designed to take advantage of the global economy while achieving long-term capital appreciation.

Power Dividend Wrap Composite

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The Power Dividend Portfolio is designed for aggressive investors seeking to capitalize on the best opportunities within the group of publicly traded companies that pay dividends.

Small-to-Mid Growth Wrap Composite

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The Small-to-Mid Growth Portfolio is designed for aggressive investors seeking maximum capital appreciation primarily from rapidly growing small-to-mid capitalization companies.

Mid Cap Growth Wrap Composite

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The investment objective of the Navellier Mid Cap Growth Portfolio is to achieve the highest possible returns while minimizing risk.

All Cap Core Wrap Composite

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The Navellier All Cap Core Portfolio has small, mid, and large-cap stocks in one account. It is also diversified with growth & value, and domestic & international companies.

Dynamic MPT Long Only Wrap Composite

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The Dynamic MPT Portfolio is designed to achieve the highest possible returns through the application of quantitative investment methodologies across all market segments.

Large Cap Core Wrap Composite
The Navellier Large Cap Core Portfolio is a new and distinctive portfolio. Based on the combination of the time-tested Navellier modeling process and an innovative fundamental-based portfolio construction technique, the Navellier Large Cap Core offers investors an opportunity to capitalize on strong trends within the Large Cap asset class.

Small Cap Value Wrap Composite

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The Small Cap Value Portfolio is designed for investors seeking long-term capital appreciation. This is a lower turnover, more tax-efficient portfolio that is designed to provide long-term capital gains.

Micro-to-Small Growth Wrap Composite

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The Micro-to-Small Growth Portfolio is designed for aggressive investors seeking long-term growth through the exceptional return potential of small companies.

Large Cap Value Wrap Composite

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The Large Cap Value Portfolio is designed for more conservative investors seeking steady returns.

The above equity management portfolios are domiciled at brokerage firms or banks. Please contact your financial consultant for information.

Investors are excited about Navellier's 12 distinct equity management portfolios. Not only are these portfolios designed to outperform their respective stock market benchmarks, but we strive to achieve consistent returns without unnecessary volatility. Furthermore, when investors combine growth investing with value investing, they typically enjoy a significant decline in the volatility and risk associated with their overall stock portfolios. This is why we strongly encourage investors to "mix" our respective equity management portfolios.

Please seek the advice of a professional investment consultant who can evaluate your risk and return parameters and determine how to properly allocate your investment portfolio using these and other asset classes.

All of us at Navellier appreciate your interest in our firm and will strive to help you in any way with your equity investments.