Purvis Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Purvis Investments provides personalized investment advisory services to individual clients, offering discretionary portfolio management and a separate market timing service alongside advice focused on mutual funds. Services are tailored to each client's stated objectives and risk tolerance, with ongoing monitoring and portfolio rebalancing.
The firm emphasizes technical analysis and a proprietary timing system intended to assess market direction and guide asset reallocations, and it may use short-term trading tactics when considered suitable. Portfolios are implemented primarily through selected mutual funds, with the adviser exercising discretion to select and trade funds on clients’ behalf.
Distinctive features include the firm’s explicit, ongoing use of market timing as a core component of its service offering — a practice that is uncommon among independent advisers — and its operational reliance on a specific mutual-fund distributor and custodial arrangement for trade execution. The firm manages a small number of individual accounts, which the brochure indicates allows for direct oversight but also means strategies are applied at a modest scale.
Client services
Expertise
Fee options
$20 per month subscription fee for market timing service if assets under management are less than $25,000; market timing service free for clients with more than $25,000 AUM
$0 - $100,000: 2% annually $100,000 - $500,000: 1.5% annually $500,000+: 1% annually
Account minimum: $15,000
Main office
Martinez GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Purvis Investments · Purvis Investments, Inc. · Purvis, Eulon Francis, Jr.
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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