Personalized portfolios
Develops objective portfolios tailored to financial and personal goals
Dove Investment Research and Management
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About Dove Investment Research and Management
Based in Irvine, Dove Investment Research and Management is an independent, faith-based financial advising firm. It develops objective, personalized portfolios to address clients' financial and personal goals. Plans are designed to reflect each client's values and principles, with the firm describing its role as fiduciary stewardship of clients' money. Its approach connects financial decisions with individual priorities. Clients work with the firm on mapping out financial goals and developing a plan suited to those goals. Portfolio solutions are the firm's stated service. Its website also publishes thought pieces, including writing about generosity and stewardship, reflecting its faith-based perspective on money. The firm presents financial advising through personalized planning and portfolio development rather than a one-size-fits-all solution.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Values-based plans
Plans reflect clients' values and principles.
Fiduciary stewardship
Describes its role as fiduciary steward of clients' money.
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