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

Rob DeKlotz |
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Autumn reminds us that change is inevitable. Leaves turn color, temperatures drop, and daylight fades. In the same way, our lives move through shifting seasons – some refreshing and joyful, others heavy and difficult. As followers of Christ, we face change with confidence because our hope is anchored in God, who never changes.
Rob DeKlotz |
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In the journey of faith, we often long for a fresh start. August marks the close of summer and ushers in opportunities for new experiences – reminding us that God continually offers new beginnings in our lives. Just as this month can bring the start of a school year or fresh professional and personal opportunities, it can also spark renewal in our spiritual walk.
Rob DeKlotz |
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In our Amazon Prime, drive-thru, and instant-texting world, waiting can feel unbearable. We’re conditioned for immediacy. So when the job offer doesn’t come, the relationship stays broken, or the calling remains unclear, we often equate delay with God’s absence.

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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