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 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 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.
The service I've received over the years has been extraordinary.
Thomas W - Retired
This statement is a testimonial by a client of the financial professional as of 08/12/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
The service has been phenomenal. Every time I have a question or an issue with my account, I can call on Tom.
Doris F – Business Owner
This statement is a testimonial by a client of the financial professional as of 08/12/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
We believe in God, and we know he does. And so, we know that God is looking over him as he takes care of us.
Elaine A - Retired
This statement is a testimonial by a client of the financial professional as of 08/12/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
We share the same values of the love of God, family, and the love of our country. We trust him. We trust Tom with our financial goals for the future.
Bonnie C - Retired
This statement is a testimonial by a client of the financial professional as of 08/12/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
I have complete confidence in Tom and my financial goals that he has helped me to map out.
Ron G - Missionary
This statement is a testimonial by a client of the financial professional as of 08/12/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Tom cares about us and he's centered in on us.
Vince C - Retired
This statement is a testimonial by a client of the financial professional as of 08/12/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
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.
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.
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.
