Doheny Asset Management /ca
Doheny Asset Management is an independent investment counseling firm headquartered in Los Angeles, California. Founded in 1993, the firm offers personalized financial planning and investment management services to private clients, foundations, endowments, and pension plans. Doheny emphasizes delivering a higher level of personal client service, with a team that has over 50 years of combined expertise. The firm serves clients by providing strategic financial guidance and customized portfolio solutions.
Investment Strategy
Doheny Asset Management combines top-down macroeconomic analysis with bottom-up company valuation to uncover attractive investment opportunities. The firm tailors portfolios to individual client goals, balancing growth, value, and income strategies according to risk tolerance. As an independent advisor, Doheny prioritizes transparency, open communication, and conflict-free advice, aiming to achieve long-term financial security and success for its clients through bespoke solutions and direct portfolio manager relationships.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 11.17% | $15.9M | 100,950 | $29.42 | $157.99 | +$4.9M |
A AAPL | APPLE INC | 9.68% | $13.8M | 67,337 | $144.72 | $205.17 | -$1.2M |
A AVGO | BROADCOM INC | 8.49% | $12.1M | 43,978 | $59.75 | $275.65 | +$4.8M |
V VST | VISTRA CORP | 5.61% | $8.0M | 41,297 | $105.76 | $193.81 | +$3.1M |
X XOM | EXXON MOBIL CORP | 4.21% | $6.0M | 55,713 | $107.82 | $107.80 | -$662.0K |