Sloy, Dahl & Holst, Inc. carefully tailors investment portfolios for each of its clients. 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.
Sloy, Dahl & Holst, Inc. is a registered, full-service financial advisory firm dedicated to our clients’ financial achievement. As a boutique investment house, we tailor every investment portfolio we manage to meet each client’s specific goals.
In 1986, certified financial planners Ron Sloy, Tony Dahl and Jim Holst had a vision—to provide a level of client service unavailable elsewhere. A unique, distinguished, and powerful firm was born. More than 25 years later, we are still exceeding client expectations—with first-class wealth building, capital preservation, retirement planning and pension fund management.