Sloy, Dahl, and Holst

EST. AUM
$1,803,508,185

CONTACTS
6

CLIENT ACCOUNTS
1,086

Firm Details

Metro area Portland, OR
CRD Number 110102
Website sdh-inc.com
Client types

Overview

Sloy, Dahl, and Holst is a RIA/Retirement Planning Consultant based in Portland, Oregon. Jim Holst is the founder with Ron Sloy. Paul Wedin is the Director of Research. They use passive strategies and active managers across mutual funds and separate accounts. They have an approved list for their retirement plan sponsors and their high net worth individuals. For their retirement plan accounts, they have collective investment funds which they use both mutual funds and separate accounts in an aggregated form to provide to the underlying plan sponsors. Again, given their client base, more on the retirement side. Very little alternatives but traditional both mutual funds and separate accounts, and then they also use CIT's as well.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sloy, Dahl, and Holst

Platform Details

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