A Boutique Investment House | Est. 1986

A Boutique Investment House | Est. 1986

Financial Planning Portland, OR

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.

Retirement Planning Portland, OR

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.

Meet the Sloy Dahl & Holst team

Meet the Sloy Dahl & Holst team