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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The Christmas season is full of home decorations, holiday gatherings, and gift-giving. But, it is so much more than that. The first Christmas came in the midst of political, economic and religious upheaval in Judea. The Romans ruled the land, taxation laid a heavy burden on the people, and the Jewish faith was divided. Into ‘this time’ God sent Jesus. The prophet Isaiah described Jesus, in this way – ‘For to us a child is born … and he will be called Wonderful Counselor, Mighty God, Everlasting Father, Prince of Peace.’ – Isaiah 9:6.
Thomas Graffeo |
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As the holidays approach, it's only natural to seek out opportunities for warmth and connection. In these days of economic upheaval, political division, and global instability it has never been more important for us to seek perspective and connection. What is the antidote to this spirit of malaise that surrounds us?
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?

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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