Sloy Dahl & Holst Inc
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- 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 Portlands 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 clients 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) 248-9800Fax: (503) 248-7088
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Headquarters:1230 Southwest 1st Avenue Suite #310, Portland, Oregon, United States
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Phone Number: +1 503-248-9800
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Website: https://www.sdh-inc.com
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Employees:12
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Revenue:$1 - 10M
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Legal Name:Sloy Dahl & Holst Inc
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Sloy Dahl & Holst Inc's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Sloy Dahl & Holst Inc
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Where are Sloy Dahl & Holst Inc's Headquarters?
Sloy Dahl & Holst Inc's Headquarters are in 1230 Southwest 1st Avenue Suite #310,Portland,Oregon,United States
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What is Sloy Dahl & Holst Inc's phone number?
Sloy Dahl & Holst Inc's phone number is +1 503-248-9800
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What is Sloy Dahl & Holst Inc's official website?
Sloy Dahl & Holst Inc's official website is https://www.sdh-inc.com
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What is Sloy Dahl & Holst Inc's Revenue?
Sloy Dahl & Holst Inc's revenue is $1 - 10M
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What is Sloy Dahl & Holst Inc's NAICS code?
Sloy Dahl & Holst Inc's NAICS code is 523930
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How many employees are working in Sloy Dahl & Holst Inc
Sloy Dahl & Holst Inc has 12 employees
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What is Sloy Dahl & Holst Inc's Industry?
Sloy Dahl & Holst Inc is in the industry of Financial Services
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Who is Sloy Dahl & Holst Inc's Marketing Director?
Sloy Dahl & Holst Inc's Marketing Director is Shantel Sloy