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 |
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Summer is full of sun-drenched days, abundant outdoor activities, and delicious foods. We hope you enjoy these last days of summer with your family and friends. When together for our Dove Half-Time gathering in June, we highlighted the importance of – Building for Eternity. When people observe your life, what would they say is of foremost importance to you?
Thomas Graffeo |
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Summer in America means celebrating our nation. The flags, patriotic music, and fireworks brings out strong emotions in us as we reflect on America and its history. We are inspired by – the courage of our nation’s founders; the bravery of those who have fought to defend our freedom; and the freedoms we enjoy as a ‘nation of and for the people.’
Thomas Graffeo |
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Summer is just around the corner. All of us are enjoying the longer and warmer days. Our gardens are in bloom and we are looking forward too many joyous celebrations like Mother’s Day, graduations and weddings. We also 'Remember Our Heroes' on Memorial Day. These men and women and their families gave their lives so we could enjoy the freedoms of our country.

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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