Sloy, Dahl & Holst, Inc. carefully tailors investment portfolios for each of its clients. Wealth building, capital preservation, retirement planning and pension fund management are all accomplished with one idea in mind: to help our clients expect more, then exceed their expectations. The information on this website does not constitute investment advice.
Past performance is never a guarantee of future results. Please contact your financial advisor and review the applicable prospectus for each and every investment you are considering before buying or selling anything.
Past performance is never a guarantee of future results. Please contact your financial advisor and review the applicable prospectus for each and every investment you are considering before buying or selling anything.
Services
Sloy, Dahl & Holst, Inc. is a registered, full-service financial advisory firm dedicated to our clients' financial achievement. As a boutique investment house, we tailor every investment portfolio we manage to meet each client's specific goals. In 1986, certified financial planners Ron Sloy, Tony Dahl and Jim Holst had a vision-to provide a level of client service unavailable elsewhere.
In today's market, with the complexity of investment options and the large number of commission-based advisors, the role of the independent, fee-based planner has become even more crucial. Having the ability to provide objective investment advice, with the sole criteria being your investment goals, allows you, the client, and us, the advisors, the freedom to focus on achieving the best possible asset allocation and performance results.
We bring a rare commitment to transparency and decades of expertise to your retirement program. Many firms dabble in the Qualified Plan industry, managing at best a handful of 401(k) Plans. At Sloy, Dahl & Holst, this is truly our core competency, providing a sense of calm and confidence to our clients in these rapidly changing times of heightened disclosure and scrutiny.
Located on the corner of NW 19th Avenue and NW Kearney in the Alphabet District in Northwest Portland. It's also known as the Historic District, Nob Hill. Our office space is rich with history and beauty. It creates an ideal welcoming space for our clients-and reminds us that solid decisions stand the test of time.
Our bright, unique, distinguished space is the perfect setting for the unparalleled service you can expect at Sloy, Dahl & Holst, Inc. Get in touch to schedule an appointment-or stop by to visit. We look forward to welcoming you to a different kind of financial advisory firm: one that is tailored to your needs, and exceeds your expectations.
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Stacey Loftus
Jan 31, 2022
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