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.

Explore our blog

Thomas Graffeo |
Categories
All of us at Dove Investments wish a Happy Mother’s Day to all of the amazing women out there who chose not only to give us life, but who continue to shape and enrich our lives every day!
Thomas Graffeo |
Categories
Many of us are desirous of shaking off the anxiety, discomfort and pain we have known since we first heard the words ‘global pandemic.’ Despite all the circumstances in our lives and world - God is still in control, he is still ruling and he still has a plan.

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. 

Schedule a Free Consultation