Dove Investment Research and Management, Inc.

Dove Investment Research & Management serves individual and high‑net‑worth clients and charitable accounts, managing roughly $107 million for about 175 clients with two advisors. The firm provides comprehensive financial planning, estate‑resolution services, ongoing portfolio management, participant account management, and the recommendation and monitoring of third‑party advisers, and its representatives can offer brokerage services through LPL Financial.

Investment work is built around customized model portfolios that incorporate modern portfolio theory, tactical overlay and strategic asset allocation, with discretionary authority typically requested to implement trades and rebalance. For actively managed mandates Dove commonly places accounts in wrap fee programs and makes use of multiple LPL‑sponsored solutions — including separately managed accounts, model portfolios, Optimum Fund allocations and the advisor‑enhanced GWP robo program powered by FutureAdvisor — while steering buy‑and‑hold clients to brokerage accounts.

What is noteworthy relative to peers is that Dove maintains six offices despite its two‑advisor size and serves as a wrap program sponsor while its owner also operates as an independent life and health insurance agent (a disclosed affiliation that can result in insurance commissions). The firm also recently became SEC‑registered in March 2026 and discloses the use of endorsements, testimonials and third‑party ratings in its advertising, features that are uncommon among similarly supported firms.