How I took the pledge and talked my way into Family Trust

You’ll probably think I’m a geek. But I love this kind of stuff.

I wake up to CNBC and it stays on until the market close. Which is not to say that I hang on every word. Or that I consider it serious research, much less actionable “investment advice.”

I have sources for that. I stockpile sell-side analyst reports when I can get them. And my buddies at hedge funds “forward” me boutique stuff I could never afford otherwise (though that’s between you and me, please!).

But even that’s not what I call proper “investment advice.” That’s harder to come by. Especially if you are looking for professional advice you can use—and trust—but aren’t keen on handing your money to a “money manager.”

You’re way ahead of me, I know…

You may have already discovered Blue Chip Growth, Emerging Growth or Ultimate Growth. I read Blue Chip Growth myself every month—and I still get mine on paper. I don’t know why, but it sinks in better that way. Plus I like to keep the issues to look back on.

I read Emerging Growth and Ultimate Growth online. It works for me. Frankly, I believe Mr. Navellier when he insists it’s his life’s mission to help us identify and profit from the world’s most innovative and profitable companies.

The numbers don’t lie. I’ve made some decent money on Apple… Alexion… and especially Priceline. If you’ve ever sampled some of Mr. Navellier’s advice I imagine you have some winners you could tell me about.

Frankly, I’ve done ok investing, if you don’t mind me saying so. But what I can’t say is that by casually picking and choosing, I’ve been able to keep pace with Mr. Navellier’s documented results…

I can’t claim that I’ve out-performed the broader market by 3 to 1 like Blue Chip Growth has over the years. Much less by 9 to 1 like Emerging Growth (in fact, I’ll tell you why I couldn’t possibly have beaten the market like that in a moment)…

Truth be told, I can’t honestly say I’ve spent much time properly sizing and assembling my two-dozen or so individual stocks and exchange-traded funds into a portfolio you could call optimized or even properly balanced.

And that’s been eating away at me. Even more than usual over the past couple months. And now, for a number of reasons I’ll be happy to share with you, I’ve decided that it’s time I tried something a little different.

Louis Navellier was my

first call for two reasons…”

First, I knew that in addition to publishing Blue Chip Growth and Emerging Growth, Mr. Navellier heads up an asset management firm, Navellier & Associates—where he has billions of dollars under management, mostly high-net-worth accounts.

In other words, I know the guy can pick stocks—and I trust him. But he must also know a little about assembling these stocks into diversified investment portfolios—in some cases, I imagine, larger and more complex than mine.

So he was already on my radar. Then last year I heard the chatter about Mr. Navellier’s experience investing a chunk of “family” money for his wife Wendy, who he introduced as his toughest, most-demanding client. You might have heard it too.

I’ve never met Wendy in person but the story spoke to me. I also liked that Mr. Navellier characterized the challenge of investing Wendy’s family’s money, essentially all at once, as a “wake up call. Humility is rare in this business.

Plus, since I was already sitting on a little cash earning essentially nothing (something I don’t care to do), I understood how stressful it can be to get money off the sidelines in this market. And how difficult it is to invest that money safely without sacrificing growth.

As I mentioned when we last spoke, my situation has gotten more acute this year. First, like Wendy last year, I recently came into possession of a modest sum of money (it’s nothing like Wendy’s $3.4 million, but it is “important” money).

Second, I’ve recently come to terms with a glaring shortcoming of my existing investment portfolio. I won’t bore you with the details, but I am way over-exposed to the large-cap stocks that make up the S&P 500.

In fact, after reviewing my portfolio, it’s clear that, even though I hold a number of Blue Chip Growth and Emerging Growth stocks, and a dozen or so others I’ve bought over the years, I am more than 80% invested in broad market indexes.

If I were a mutual fund manager, I’d be labeled a “closet indexer.”

There’s a rational explanation for this, and looking back I know how it happened. But I won’t make excuses. The fact of the matter is I essentially own the market—so there is NO WAY I can beat the market by 3 to 1 (much less 9 to 1).

Given most outlooks for the return on stocks going forward, this won’t quite get me to where I want to go. I need to consistently earn a few extra percentage points a year. On Labor Day weekend, I’m looking to remedy that. I hope you’ll consider joining me.

I hope what I’m about to propose

doesn’t make you uncomfortable…

We have some things in common, you and me. We’re both self-directed investors who take this stuff seriously. But I don’t really know you. And you don’t know me—though I hope to change that a little over the next few weeks.

Even among friends these days, the subject of money and wealth is delicate and politically charged. I think that’s a shame. But I also think we can agree when Mr. Navellier says that money has little meaning as an end in itself.

I, too, always believed that money is nothing more than the freedom and happiness and security it offers us. In other words, money to me is a profound tool for good and nothing to be ashamed of.

All the more so, given that one of my life goals is to never have to work for a big company again—or really for anybody. It’s a big dream at my age, but assuming I play my cards right, I think I can make that happen.

I imagine you have a dream or two that’s nearly as audacious. I bet we can also agree that all money isn’t the same. Even as kids, money we earned ourselves felt somehow different from money our parents handed us…

That’s fun money to spend. And on top of the food chain, there’s what I call “legacy” money. That’s the personal wealth your loved ones earn over a lifetime of hard work and entrust you with as its guardian.

This kind of money brings with it profound meaning and responsibility. Especially when it comes to us unexpectedly and all at once. Among other things, this makes putting that money to work a daunting challenge.

Again, you may recall that this was the precise challenge Mr. Navellier and his wife Wendy were forced to overcome this time last year. And it’s the same challenge I’m facing myself right now.

So how about that apology…

For the record, I was NOT one of the Blue Chip Growth members who had been pestering Louis Navellier over the years—asking him for more hands on advice managing their portfolios.

So I can’t take credit for Navellier Family Trust, the solution he offered in response—and that I’m writing to speak with you about again today.

Nor do I feel that he owes me an apology for underestimating the challenges I’ve faced trying to get my portfolio in order. Though I respect him for offering it and happily accept it.

Frankly, it was satisfying to hear a professional money manager admit that he may have underestimated the particular challenges we all face as investors trying to SAFELY build grow our wealth…

Specifically, when it comes to the actual nuts and bolts of assembling individual stocks and funds into a balanced diversified portfolio, optimized for both safety and GROWTH.

As I said, it was a problem that had been eating away at me—and the solution he offered caught my eye. We spoke about this last time, I won’t go into the full details here (thought do watch your inbox for more).

But here it is in a nutshell. The idea was for Mr. Navellier to share the knowledge and insights he gathered while investing Wendy’s $3.4 million inheritance—by managing a second “real money” portfolio in plain sight.

As members, we would simply follow along in REAL TIME. This way, there’d be no more guesswork about what to buy and when. We’d get the best picks each month—AND we’d see exactly how to them work in an optimized portfolio.

We’d also know how many shares to allocate to each new position… when to average up on a winning position… when to sit tight… and exactly when to lock in your profits and move on.

You can already tell this was an unusual project and not for everyone. In fact, most members were not able to join. Even fewer will join this Labor Day. But if you’re interested please watch your inbox for your personal invitation.

Remember, you keep complete

control of your money…

This was a major concern of mine. It may be for you too. I won’t lie.

The last thing I’m going to do is hand over my money to somebody else to manage. Remember, I actually enjoy investing. Plus, who wants to pay 3% or so per year to somebody to do what you can do yourself?

That’s something else that drew me to the Navellier Family Trust set up. There are no lockups to agree to. No minimum investment requirements. No required holding periods or other restrictions whatsoever.

We keep total control of our money. Simply following along in real time—in our own accounts—as Mr. Navellier builds and mages his real money portfolio. More precisely, you follow along with me, as I’ll explain just ahead.

However, there are two small conditions. First, you’re going to be asked to read over and agree to a simple five-point “trust” pledge to make sure you share the Family Trust values…

Second, because interest is extremely high, you can only join during a very brief window beginning on or around Labor Day, September 3, 2013—and by private invitation from Louis Navellier himself.

I can’t express how excited I am to get started. And I have much more to tell you. For now, if you haven’t read it yet, click the link below to check out Mr. Navellier’s brand new report just published on Saturday.

It’s called “The Real Great Rotation—Two Simple Steps to the Coming Market Shake Up.” I’ve read over myself word for word twice, and it’s an eyeful.

You might want to print it out and read it over coffee. But it’s also and eye-opener. Especially, if like me, you’ve puzzling over this idea of “Great Rotation” from bonds to stocks and what it means to us as investors.

Definitely be sure to check out the surprising section comparing Google and Microsoft and two other “pairs” of widely held, broadly discussed stocks—and how vastly different you can expect them to perform for you going forward.

I honestly don’t know how he produces this stuff for free. If you want to check it out, just clink the link below.

Now, I’ll leave you with a confession…

We’ve talked a little about values and trust today. Transparency is important to me. You’ve probably guessed that I’m investing my own “legacy” money along with Mr. Navellier in his Family Trust.

But just so we’re clear. I am investing in my own Charles Schwab account… carrying out my own trades… and keeping total control of my money. More important, I will get my trade alerts at the same time you do…

Not a moment before. I will receive no preferential treatment or personal advice whatsoever. That’s my promise to you.

Moreover, I have pledged to follow the trades religiously, just as soon as and in the precise proportion as Mr. Navellier directs. This way, you can judge at any moment exactly how well the portfolio is performing.

Here’s how we’re going to make that happen…

I have agreed to give you access to my official account statements from Charles Schwab, This way, you can confirm every trade. And will always be apprised of my Family Trust holdings and how they are performing.

And you’ll ALWAYS know at a glace if you’re matching my performance.

Now the confession. In exchange for this, Mr. Navellier has agreed to give me access to his Family Trust for free. It’s important to me that you know that. HOWEVER, the money I invest is mine… and it is very real I assure you.

So why did Mr. Navellier accept my admittedly ambitious terms? Fair question. And the answer is simply: By so doing, he solved a very important problem a number of his members have brought to his attention:

Namely, how to get “caught up” with the Family Trust portfolio—and replicate the real time experience the charter members loved so much—now that the original portfolio is largely invested.

I hope you agree it’s an elegant solution. In the coming weeks and months, Mr. Navellier will get my real money portfolio “caught up” with his own real money portfolio… building from the ground up… stock by stock… order by order…

You simply follow along with my real money portfolio… in real time… just as charter members did with Mr. Navellier’s $250,000 real money portfolio last year

So yes I got a sweetheart deal. But I hope you can agree it is a win-win. Especially, since because you were kind enough to request an invitation, you can receive a sweetheart deal yourself.

Although again, seats will go quickly. Just please don’t wait and risk missing out.

Meanwhile, please take a moment to look over Mr. Navellier’s simple 5-point “Trust Pledge”—and see if it’s something you can also agree with. You can read it right on the dedicated website when you click the link below.

Then keep your eye on your inbox Mr. Navellier’s next report this weekend.

Add your name to the list.Sincerely,

Louis Navellier

P.S. My primary concern is that I’m over-indexed—and I don’t want to go down the same path with my next investment. You may have a different problem. Maybe you have cash on the sidelines or don’t know what to buy in the wake of recent run up. Maybe you’re just looking for an easy way to invest for safety and GROWTH—and once and for all replicate Mr. Navellier’s market-beating returns. Whatever the case, Family Trust could be an interesting solution. There’s no risk to finding out more. So click here now and we’ll get started!

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