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OUR PROCESS

At Doheny Asset Management, we combine disciplined, active management with a flexible, forward-thinking approach. Our goal is to uncover undervalued opportunities and focus on the long-term potential of each investment, driving consistent performance while managing risk and minimizing volatility.

Our Approach to Asset Management

Our process is built on understanding your distinct financial goals, preferences, and circumstances. By integrating this insight with proactive decision-making and continuous assessment, we ensure your portfolio remains aligned with your evolving needs, helping you achieve sustainable financial success. Through open communication and a commitment to keeping you informed, we create a transparent, long-lasting partnership focused on your financial growth.

Our Investment Process

Our investment process involves several key stages to ensure we’re building and managing a portfolio that’s perfectly aligned with your objectives.

1 / Initial Consultation and Goals

Through detailed discussions, we assess your financial situation, goals, risk tolerance, liquidity needs, prior investment history, and family composition to build a comprehensive profile.

2 / Creating Your Personalized Investment Policy

Based on our discussions, we create a customized investment policy that reflects your goals and guides all portfolio decisions, ensuring long-term alignment with your financial objectives.

3 / Portfolio Construction

We design and construct a diversified portfolio tailored to your investment policy, selecting the right mix of asset classes to balance risk and return, while targeting growth opportunities.

4 / Ongoing Monitoring and Rebalancing

Your portfolio is regularly monitored, and we rebalance it as necessary to ensure it remains aligned with your goals, adapting to market shifts and changes in your financial situation.

5 / Custom Investment Restrictions

We respect any restrictions you may impose on specific securities, industries, or asset types, ensuring your portfolio reflects these preferences while maintaining its overall effectiveness.

6 / Active Risk Management

We align investments with your risk tolerance, using diversification and ongoing market analysis to protect against volatility and pursue long-term growth. Securities investments are not guaranteed, and we work with you to understand and manage your risk preferences.

Ready to Take Control of Your Financial Future?

Contact us today to start a conversation about how we can help you achieve your investment goals with a customized, disciplined approach. Let’s work together to build a strategy that fits your needs and maximizes your potential.

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