Your values and your money. Powered by our solutions.

 

Your Values

Your values are the driving force behind everything Dove Investment Research & Management does. We will design a plan that reflects your values and respects your principles.

Your Money

Your money is our priority, and we treat it like our own. We view our fiduciary responsibility and stewardship of your money as the ultimate in trust, and act accordingly.

Our Solutions

Our solutions build upon both of these. We are an independent, faith-based financial firm that develops objective, personalized portfolios to strategically address your financial and personal goals.

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Thomas Graffeo |
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Memorial Day is not always given the respect it deserves and seems to be noteworthy to most only as a 3-day weekend that launches summer. It is so much more than that. Memorial Day is a day to remember those in our armed services who gave their lives for our freedoms, liberties, and prosperity.
Thomas Graffeo |
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I recently had a great meeting with a client, whom I've had the pleasure of serving for many years. She asked the critical question: “Can I retire early if I need to?”

Our Process

Schedule

Your priorities are our priorities. In the first meeting, we will get to know each other and what’s important to you. Here is where you will be able to see if we are a good fit for you. If you decide to move forward, we will develop a plan specific to your goals.

Collaboration

In this meeting, we propose strategies to pursue your goals and develop a solid game plan. We talk about meeting your plans, risks we may encounter and costs or fees. Transparency and clarity are emphasized.

Implementation

If you choose to move forward, meeting three is where we will take the first steps to implement your individualized plan. From here on, regular meetings will be scheduled to verify your investments are working toward your goals. 

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