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
Company Details
- Employees
- 14
- Founded
- -
- Address
- 1230 Sw 1st Ave,
- Phone
- (503) 248-9800
- we****@****inc.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sdh-inc.com
- Keywords
- Portland.
- HQ
- Portland, OR
Sloy Dahl & Holst Inc Questions
Sloy Dahl & Holst Inc's helpline number is (503) 248-9800
Sloy Dahl & Holst Inc's website is sdh-inc.com
Sloy Dahl & Holst Inc's LinkedIn profile is https://www.linkedin.com/company/sloy-dahl-&-holst-inc
Sloy Dahl & Holst Inc has
14 employees.
View email and phone details for 14
employees at Sloy Dahl & Holst Inc.
Sloy Dahl & Holst Inc's industry is
Financial Services
Sloy Dahl & Holst Inc's top competitors are
Perplexity,
Mage Data,
Avalara,
Conduktor,
Material Security,
Karat,
Trueblue Inc..
Sloy Dahl & Holst Inc's support email address is web@sdh-inc.com
Sloy Dahl & Holst Inc's categories are Financial Services
Sloy Dahl & Holst Inc's founding year is 1986
