Dove Investment Research and Management, Inc.

Overview

Dove Investment Research and Management, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2026. The firm serves individual and family clients and acts as a capital allocator that can both manage portfolios and select outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is flexible across percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not position itself as an ESG investor and is affiliated with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives