Sloy Dahl & Holst Inc Employee Directory

Q: What is Sloy Dahl & Holst Inc known for?

Sloy Dahl & Holst Inc was founded in 1986. Sloy Dahl & Holst Inc operates in the Financial Services industry.

Q: How many employees does Sloy Dahl & Holst Inc have currently?

Sloy Dahl & Holst Inc has approximately 13 employees.

Financial ServicesOregon, United States11-50 Employees

We are a full-service registered investment advisory firm. 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 in-house investment products and commisson based advice. 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.

Contact us: 
Phone: (503) 248-9800
Fax: (503) 248-7088

Find Sloy Dahl & Holst Inc employees' phone numbers or email addresses

Sloy Dahl & Holst Inc Global Highlights

North America
16

United States Of America
16

Sloy Dahl & Holst Inc's Leadership

M. T.
President
Mobile Phone
Email
R. S.
Principal, Founder
Mobile Phone
Email
J. H.
Owner
Mobile Phone
Email
R. S.
Principal, Founder
Mobile Phone
Email
P. W.
Director Of Retirement Plan Services
Mobile Phone
Email
S. S.
Marketing Director
Mobile Phone
Email
C. L.
Account Executive
Mobile Phone
Email
C. C.
Account Executive
Mobile Phone
Email

Contact profiles from Sloy Dahl & Holst Inc

Name

Title

Contact Info

Location

Last Update

M. R.
Executive Assistant
Mobile Phone
Email
United StatesOregon
Aug 06, 2024

Frequently Asked Questions

What is Sloy Dahl & Holst Inc known for?

Sloy Dahl & Holst Inc was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 1230 Southwest 1st Avenue, Suite #310; you can contact the main corporate office by phone at

+1-503-248-****

. Explore Sloy Dahl & Holst Inc's company overview page for more information.

What is Sloy Dahl & Holst Inc's most common email format?

Sloy Dahl & Holst Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sloy Dahl & Holst Inc email formats with LeadIQ.

How many employees does Sloy Dahl & Holst Inc have currently?

Sloy Dahl & Holst Inc has approximately 13 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Sloy Dahl & Holst Inc's key employees and leadership?

As of December 2025, Sloy Dahl & Holst Inc's key employees include:

President: M. T.
Principal, Founder: R. S.
Owner: J. H.
Principal, Founder: R. S.
Director Of Retirement Plan Services: P. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking