DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.

Overview

Dove Investment Research And Management, Inc. is an independent, individually owned registered investment adviser that acts as a capital allocator for individual and family clients. The firm provides comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and selects outside advisers when clients need specialized capabilities. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, reflecting a mix of ongoing portfolio oversight and project-based advice. Investment activity centers on public market equity exposure as the core sleeve, supplemented by manager-sourced alternative opportunities and insurance products where appropriate. Dove is not positioned as an active ESG investor and is not a multi-state adviser in terms of regulatory classification. The firm registered with the SEC in 2026 and operates as a corporation that emphasizes discretionary management, using model-driven and third-party manager allocations to implement client strategies.

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