Founded in 1990, Sloy, Dahl & Holst, Inc. is an independent Registered Investment Advisor (RIA) firm based in Portland, Oregon. The company provides specialized financial services focusing on two main areas: retirement plan consulting for plan sponsors and private wealth management for individuals, families, and endowments. Their mission is to offer unbiased, sophisticated investment management and financial guidance to help clients achieve their long-term financial goals.

Founded in

United States