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.
Faith in Every Answer
Every answer reflects our commitment to biblical truth, technical excellence, faithful stewardship, and helping clients align their finances with God's purposes.
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SmartVestor ProFaith & GivingFree ResourcesOur Mission
SmartVestor ProFaith & GivingFree ResourcesOur Mission
Proud to serve as a Ramsey SmartVestor Pro
01 · Our Mission
Our mission
Dove Investment Research & Management's mission is to create a place for people to learn and be encouraged to develop their faith and move toward their purpose-driven lives.
Faith in Every Answer
“For I know the plans I have for you, declares the Lord. Plans to prosper you and not to harm you, plans to give you hope and a future.”
Dove Investment Research & Management is centered around this promise from God.
Our Values Statement
YOUR VALUES AND YOUR MONEY.
Powered by Our Solutions.
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.
02 · Hear From The People We Serve
Hear from the people we serve
Personalized Care.
Real clients sharing what Dove Investments has meant for their families, their financial planning, and their peace of mind.
I have complete confidence in Tom and my financial goals that he has helped me to map out.
Ron
Missionary
I had complete full faith and confidence that he was going to help, you know, manage all that portion of it because there's a lot of things that you have to manage in a difficult situation like that. And that was just one thing that I knew I didn't have to worry about.
Stacey
Retired
And he told me his story about how he started his company, Dove Investment. He showed me that and gave me the confidence that I could do this by giving me a Bible verse because I told him I was afraid that I wasn't going to be able to get a paycheck.
Doris
Small Business Owner
I told him, I says, "I, I really appreciate that, thank you so much. And if you wouldn't mind also just keeping me in prayer." And he says, "Well, why don't we pray right now?"
Pat
Administrator
He was one of three people that I interviewed and I just felt comfortable with him right off the bat.
Charlie
Retired
We just kept on feeling an affinity towards Tom and Tyler. It was the duo factor, Tom and Tyler, that really, they were so genuine.
Kim
Medical Sales
We've had financial discussions, we've had spiritual discussions, and he's the real deal.
Monica
Retired
I was looking for a Christian organization that did investments, and someone who could take the money that I had and invest it wisely for me.
Carol
Retired
They get back to you right away and they answer questions about any concerns you might have.
Tammy
Retired
And he gave us a feeling that there was a strong moral and ethical connection there.
Rod
Retired
And once we made the decision to go with them, the ramping up, getting on board, starting our account was very simple.
Felix
Medical Sales
This statement is a testimonial by a client of the financial professional as of 07/29/24. 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.
03 · The Heart of an Educator
WE TEACH FIRST.
We believe informed investors make better decisions. That's why we take the time to explain every recommendation in clear, straightforward language, so you understand not only what we're recommending, but why. When you understand your investment strategy, you can move forward with greater confidence through every market season.
Our commitment to education extends beyond our clients. That's why we make our resources available to everyone at no cost.
04 · Our Process
OUR PROCESS.
Getting to know you is the foundation of everything we do. We'll take the time to understand your goals, priorities, and aspirations before creating a personalized strategy tailored to your unique needs.
- 01
Get To Know
Our first conversation is all about you. We'll discuss your goals, values, and vision for the future while getting to know what matters most to you and your family.
- 02
Personalized Planning
Working together, we'll create an investment strategy tailored to your unique goals, priorities, and circumstances. Every recommendation is designed to align with what matters most to you.
- 03
Personalized Financial Plan
Using what we've learned about your goals, values, and priorities, we'll develop a customized financial strategy tailored to your unique circumstances. Every recommendation is designed to support your long-term objectives and help you move forward with clarity and confidence.
- 04
Ongoing Review
Our relationship doesn't end once your plan is in place. Through regular review meetings, we'll monitor your progress, answer your questions, and adjust your investment strategy as your goals, circumstances, or the markets change, helping you move forward with confidence.
let us guide you on your journey
let's walk it together
READY WHEN YOU ARE.
Every financial journey begins with a conversation. We'll listen to your goals, answer your questions, and help you explore your options with faith-aligned guidance and transparent fees. There is no cost and no obligation, just an opportunity to discover whether we're the right fit for you.