A complete list of active advisors currently associated with Purvis Investments, Inc.

Warmer can help you find a great advisor at Purvis Investments, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Purvis Investments, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.