We are a registered, full-service financial advisory firm with over $250 million under management. The company was founded in 1986 by certified financial planners Ronald J. Sloy, Tony Dahl & Jim Holst, three enterprising young men who dreamed of offering their clients better solutions than the in-house investment products available with their former employer. They turned their dreams into a reality with one of Portland’s first fee-only money management firms. The partners reveled in the freedom to explore all market opportunities for the benefit of their clients. Released from the fetters of commission based selling, they honed their skills and developed a keen and objective market view.
As a boutique investment house, Sloy, Dahl & Holst, Inc., custom tailors investment portfolios to each of its clients – no two clients are alike, so no two portfolios are alike. Every investment decision is made within each client’s particular financial framework. 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.