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.

Meet Our Dove Family

 

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Thomas Graffeo |
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As we celebrate one of America’s favorite days – Valentine’s Day – our focus is on ‘Love’. We at Dove Investments celebrate with all of you love in many forms – in marriages, between siblings, with children and grandchildren, in friendships and so many more.
Thomas Graffeo |
The New Year offers each one of us an opportunity to consider who we want to be or what we want to do in the year ahead. We, at Dove Investments, are seeking to ‘Go Deeper.’ What does this mean for us? We want to 'Go Deeper': In our own journey as Christ followers; In the service we provide to our Dove Family; In leading you in your journey as a Christ follower; In leading you in growing your values, goals and financial plan.
Christmas is a time when Christians around the world come together to celebrate the birth of Jesus Christ. It is a season that reminds us of the importance of embracing diversity – breaking through the things that divide us and centering on loving one another.

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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