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DOHENY ASSET MANAGEMENT

Disclosures, Privacy Policy & Terms Of Use

Disclosures

General Information
Doheny Asset Management (the “Firm”) is a registered investment advisor with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. The Firm offers investment advisory services to private clients, foundations, endowments, and pension plans. This website provides general information regarding the Firm's services and does not constitute an offer or solicitation for any specific investment product or service.

Investment Risks

Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. All investments carry inherent risks, and the value of investments may fluctuate. Clients should consult with a qualified financial advisor to determine an investment strategy suitable for their individual circumstances.

No Offer of Securities
This website is not intended to offer securities for sale or to provide any investment recommendations or advice. Any investment decisions should be made based on the client’s personal circumstances and after consulting with a professional advisor.

Conflicts of Interest
As an independent firm, Doheny Asset Management does not engage in related-party transactions or sell any proprietary products. We do not have any conflicts of interest stemming from such activities. Our advisory services are always offered with the best interests of our clients in mind.



Privacy Policy

Commitment to Privacy
Doheny Asset Management is committed to safeguarding the personal information of our clients and website visitors. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you visit our website or engage with our services.

Information We Collect
We may collect personal information that you voluntarily provide through forms or other interactions with the website, including but not limited to:

 

  • Name

  • Contact information (email, phone number)

  • Demographic information

  • Financial information (as required by law or our services)
     

We may also collect non-personal information through the use of cookies or other tracking technologies to improve our website and services.

How We Use Your Information
We use the information we collect to:

 

  • Provide investment advice and services

  • Respond to inquiries or requests

  • Improve our website and services

  • Comply with legal and regulatory requirements

Data Sharing and Disclosure​

We do not sell, trade, or otherwise transfer your personal information to outside parties, except as required by law or as part of the services we provide. This may include sharing data with regulatory bodies, custodians, or other service providers.

Security

We take reasonable measures to protect your personal information. However, no data transmission over the internet or electronic storage method can be guaranteed to be 100% secure. By using our website, you acknowledge that you understand the inherent security risks involved.

Your Rights

You have the right to request access to your personal data, correct inaccuracies, and request the deletion of your information where applicable by contacting us at information@dohenyasset.com.

Terms of Use


Acceptance of Terms

By accessing or using the Doheny Asset Management website, you agree to comply with and be bound by the following terms and conditions. If you do not agree to these terms, please do not use our website.

Use of Website

You agree to use this website solely for lawful purposes. You may not use this website to engage in any illegal or harmful activities, including transmitting viruses or malicious code, or interfering with the operation of the website.

Content Ownership

All content on this website, including text, images, logos, and other materials, is the property of Doheny Asset Management or its content providers and is protected by copyright laws. You may not use, modify, or distribute any content without our express permission.

Disclaimers

The content provided on this website is for informational purposes only and is not intended to provide specific investment advice. While we strive to ensure the accuracy of the information, Doheny Asset Management makes no representations or warranties regarding the accuracy, completeness, or reliability of the content. All investments carry risk, and past performance is not indicative of future results.

Limitation of Liability

To the fullest extent permitted by law, Doheny Asset Management, its affiliates, employees, and contractors are not liable for any direct, indirect, incidental, special, or consequential damages arising from your use of the website or inability to access the website, including but not limited to damages resulting from errors, omissions, or interruptions in service.

Indemnification

You agree to indemnify and hold harmless Doheny Asset Management, its affiliates, employees, and contractors from any claims, damages, or liabilities arising from your violation of these terms of use or your use of the website.

Changes to Terms

Doheny Asset Management reserves the right to modify or update these Terms of Use at any time. We will post the updated terms on this page, and the changes will take effect immediately upon posting. It is your responsibility to review this page periodically to stay informed of any changes.

Governing Law

These Terms of Use are governed by and construed in accordance with the laws of the state of California. Any disputes arising from or related to these terms will be subject to the exclusive jurisdiction of the courts in Los Angeles, California.

Contact Us

If you have questions about these disclosures, you may contact us at information@dohenyasset.com.

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