The Doman Group, LLC (and all of its parents, subsidiaries and affiliates, including, but not limited to Doman Management Group, LLC, Oswald Insurance, LLC, and TDG Real Estate, LLC, collectively refered to as "The Doman Group") is committed to the responsible management, use, and protection of our clients' personal information. We are proud of our privacy and confidentiality practices, and we want you to know how we protect your information. Please take a moment to review our policy and practices, as described below.

 

Gathering Information

 

We treat the information we gather about you in a confidential manner. The Doman Group collects information about you that assists us in serving your financial needs, the administration and maintenance of accounts, reducing fraud risks, providing customer service, the offering of new products or services, and the fulfillment legal and regulatory requirements. Any collection of personal information is to support our normal business operations and service your account.

 

The Doman Group may collect personal and financial information from you as well as third parties which may include:

 

• Your name and address;

• Investment objectives and experience;

• Financial circumstances;

• Account balance and account transactions;

• Social security number; and

• Employment information.

 

Sharing Information

 

The Doman Group does not disclose any nonpublic personal information about you to anyone, except as permitted or required by law. However, in the course of servicing your account, we may share previously described information about our customers with other service providers such as insurance companies, mutual fund companies, affiliated advisors, affiliated broker-dealers, banks, investment firms, or technical application providers, as needed, to effect transactions, provide account maintenance or customer service to your account. We may also disclose your information to other organizations as permitted by law such as government agencies and law-enforcement officials (for example, for tax reporting, or under court order), or to other organizations and individuals with your consent (for example, to your attorney or tax professional).

 

Safeguarding Privacy

 

The Doman Group maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information, to ensure that we are complying with our own policy, industry practices, and federal regulations. We emphasize the importance of information security through our employee manual, this Privacy Policy, and the contracts and agreements that we sign with external suppliers and partners. We safeguard information by regularly assessing security standards and procedures to protect against unauthorized access to personal information.

 

Note: The Doman Group reserves the right to change this Privacy Policy at any time, without notice. The Doman Group will notify customers of any modifications on an annual basis. If The Doman Group changes its policy to offer non-public personal information to non-affiliated third parties other than for the reasons mentioned above, The Doman Group will provide its customers with an option to exclude their data from inclusion in this information sharing program and certain disclosures may require us to get an "opt in" or "opt out" from you. If this is required, we will do so before information is shared.

Privacy

General Disclaimer

 

The Doman Group, LLC (and all of its parents, subsidiaries and affiliates, including, but not limited to Doman Management Group, LLC, Oswald Insurance, LLC, and TDG Real Estate, LLC, collectively refered to as "The Doman Group") does not render legal, accounting, or tax advice. Under no circumstances should the content of this website be used or considered as an offer to sell or a solicitation of an offer to buy securities or for the provision of any investment management or advisory services.  Any such offer or solicitation can and will be made only by means of delivery of the appropriate offering materials, only in jurisdictions in which such an offer would be lawful and only to individuals who meet the investor suitability and sophistication requirements set forth in such materials.

 

There is no guarantee that investment objectives will be achieved.  Moreover, the past performance of the investment team should not be construed as an indicator of future performance.  In considering this material, you should discuss your individual circumstances with professionals in those areas before making any decisions.

 

Copyright and Limitations on Use

 

Proprietary content from The Doman Group, LLC (referred to as The Doman Group copyrighted material) is the property of The Doman Group. As such, Copyrighted Material is protected by U.S. copyright and intellectual property laws. You may print copyrighted material for personal, noncommercial use only. You may not publish, copy, or otherwise reproduce any of The Doman Group’s copyrighted material for public/commercial use and/or distribution. Any attempt to reproduce or commercially distribute any copyrighted material without the expressed written permission of The Doman Group is strictly prohibited. The Doman Group does not grant any expressed or implied rights to the user under any patents, trademarks, copyrights, or other similar rights. Use of editorial content without the expressed written permission of The Doman Group is strictly prohibited.

Disclaimer

 

PLEASE READ THESE TERMS CAREFULLY. IF YOU DO NOT AGREE WITH ANY OF THESE TERMS OR CONDITIONS, DO NOT ACCESS OR OTHERWISE USE THIS WEBSITE OR ANY INFORMATION CONTAINED ON THIS WEBSITE.

 

THESE TERMS AND CONDITIONS OF USE GOVERN YOUR USE OF THIS WEBSITE ("SITE"). BY ACCESSING THIS SITE, YOU ARE INDICATING YOUR ACKNOWLEDGMENT AND ACCEPTANCE OF THESE TERMS AND CONDITIONS OF USE. THESE TERMS AND CONDITIONS OF USE ARE SUBJECT TO CHANGE, UPDATE AND/OR REVISION (COLLECTIVELY "CHANGE") BY THE DOMAN GROUP, LLC (AND ALL OF ITS PARENTS, SUBSIDIARIES AND AFFILIATES, INCLUDING, BUT NOT LIMITED TO THE DOMAN MANAGEMENT GROUP, LLC, OSWALD INSURANCE, LLC, AND TDG REAL ESTATE, LLC, COLLECTIVELY REFERED TO AS "THE DOMAN GROUP") ITS SOLE DISCRETION AT ANY TIME, WITHOUT NOTICE. YOUR USE OF THIS SITE AFTER ANY SUCH CHANGE CONSTITUTES YOUR ACKNOWLEDGMENT AND ACCEPTANCE OF SUCH CHANGE. YOU SHOULD THEREFORE PERIODICALLY VISIT THIS PAGE TO REVIEW THE MOST CURRENT TERMS AND CONDITIONS OF USE REGULARLY.

 

Access to This Site

 

To access this Site or any of the resources it has to offer, you may be asked to provide certain registration details or other information. It is a condition of your use of this Site that all the information you provide on this Site will be correct, current, and complete. If The Company believes the information you provide is not correct, current, or complete, it retains the right to deny access to this Site or any of its resources, and to terminate or suspend your access at any time.

 

Restrictions on Use

 

You may use this Site only for purposes expressly permitted by this Site. You may not use this Site for any other purpose, including any commercial purpose, without The Company's prior written consent. For example, you may not (and may not authorize any other party to) (i) co-brand this Site, (ii) frame this Site, or (iii) hyperlink or deep-link to this Site without the express prior written consent of an authorized representative of The Company. For purposes of these Terms and Conditions of Use, "co-branding" means to display a name, logo, trademark, or other means of attribution or identification of any party, in a manner that is reasonably likely to give a user the impression that such other party has the right to display, publish, or distribute this Site or content accessible within this Site. You agree to cooperate with The Company in causing any unauthorized co-branding, framing, or linking to immediately cease.

Terms & Conditions