Dove Investment Research and Management, INC.

Dove Investment Research & Management is a registered investment advisor founded in 2015 and based in Irvine, California. The firm provides a range of services to individuals, high-net-worth individuals, and charities, including comprehensive financial planning, single-issue consulting, estate resolution support, and portfolio management. Portfolio management is offered directly through customized model portfolios as well as through various sponsored programs via LPL Financial, including strategic wealth management, manager access select, optimum market portfolios, personal wealth portfolios, model wealth portfolios, and guided wealth portfolios. Dove Investment Research & Management also recommends and monitors third-party investment advisors and facilitates management of held-away participant accounts. Advisors at the firm may also act as registered representatives of LPL Financial or as independent insurance agents, creating potential conflicts of interest regarding commissions.