As an independent financial planner with up-front, transparent fees, Ron Sloy brings you greater objectivity than financial advisors who work on commission. Long-term, high-quality investment options are his focus, rather than chasing after flashy market fads, so he can maximize your return on investment and minimize risk. As part of Sloy, Dahl & Holst, Ron Sloy's individual financial services include asset allocation, no-load funds, institutional funds, separately managed accounts, and more.
Ron Sloy and his partners are Registered Investment Advisors (RIA) licensed with the Securities and Exchange Commission, so Sloy, Dahl & Holst functions as a fiduciary rather than a broker. Unlike most firms, they truly specialize in corporate retirement, with an industry-leading commitment to transparency in fees and full disclosure. As a 401(k) client, you will receive five risk-based model portfolios that Ron Sloy has custom-tailored to your situation. His hands-on approach means all of your questions are welcome and thoroughly addressed, from the implications of market fluctuations to how much to contribute.