Sloy Dahl & Holst Inc Employee Directory

Financial ServicesOregon, United States11-50 Employees

Sloy Dahl & Holst Inc is a boutique, full-service registered investment advisory firm headquartered in Portland, Oregon. Founded in 1986 by Ronald J. Sloy, Tony Dahl, and Jim Holst, all certified financial planners, the firm began as one of Portland's early fee-only money management outfits. It operates on a fee-only basis, aiming to deliver an objective market view free from commission-based incentives.

The firm customizes investment portfolios for each client, recognizing that no two financial situations are identical. Its services cover wealth-building strategies, capital preservation, retirement planning, and pension fund management. Within the financial services industry, it positions itself as a boutique advisory that emphasizes tailored investment decisions made within each client's financial framework.

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