A Boutique Investment House

Est. 1986 | Portland, Oregon

A quarter-century of exceptional achievement and unparalleled service.

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. 30 years later, we are still exceeding client expectations—with first-class wealth building, capital preservation, retirement planning and pension fund management.

2016

Sloy, Dahl & Holst is selected, for the second year in a row, by the Financial Times as one of the Top 300 Registered Investment Advisory (RIA) firms in the country and one of only three in Oregon. We are extremely honored to have received this acknowledgement twice.

2016

We celebrate 30 years in business.

2016

Michael Tudor is appointed to the Advisory Board at Charles Schwab.

2016

Paul Meeks joins the team as our Chief Investment Officer.

2013

Paul Wedin joins the team, while we celebrate Celeste Lucas’s 19th and Christine Cruz’s 20th anniversary with our firm.

2012

Michael Tudor adds AIF accreditation to his credentials.

2011

Sloy, Dahl & Holst, having weathered three of the worst market downturns in history, celebrates 25 years of business success.

2011

Michael Tudor adds QPFC accreditation to his credentials.

2008

In September, large U.S. financial institutions fail due to subprime loan exposure and credit default swaps. A global crisis ensues, resulting in a number of European bank failures and sharp reductions in the value of equities and commodities worldwide.

2008

Michael Tudor joins the firm, bringing a wealth of experience in the pension services industry.

2008

Sloy, Dahl & Holst purchases space in the historical Jefferson Station building in downtown Portland. After extensive renovations, the industrial space is converted into an elegant office suite with 20-foot ceilings and views of Mt. Hood and the Hawthorne Bridge.

2006

Ron Sloy institutes the Sloy, Dahl & Holst Annual Golf Tournament at Columbia Edgewater. This prestigious celebration thanks clients and service providers, and features celebrity guests like long-ball hitter Jamie Sadlowski and golf color commentator Gary McCord.

2003

Shantel Sloy joins our team as Special Events Coordinator, bringing fresh energy and marketing expertise to our annual golf tournament.

2000

The dot-com bubble bursts in March, beginning the crash of 2000–2002, which results in the loss of more than $5 trillion in market value by October of 2002.

2000

Sloy, Dahl & Holst, Inc. relocates to the Lake Oswego area, moving into a generous suite in the Centerpointe complex.

1996

After a lifetime of accomplishments, Tony Dahl—firm partner, loving husband, and beach volleyball enthusiast—ultimately loses his battle with cancer. He is remembered fondly.

1994

Celeste Lucas joins the team as Account Executive. Celeste’s client services expertise helps us focus on our goal of premiere service.

1993

Christine Cruz joins the team as Account Executive. Christine’s excellent communication skills are a key asset for our firm.

1987

On October 19th, known as Black Monday, stock markets around the world crash, beginning in Hong Kong, spreading to Europe, and finally hitting the United States after significant declines in other markets. The Dow Jones Industrial Average (DJIA) drops by 508 points.

1986

The dream becomes reality as Ron, Tony and Jim leave the firm where they met to create Sloy, Dahl & Holst, Inc., a boutique investment house with a new approach based on a deep commitment to client service. They open their first office in the Columbia Square building in downtown Portland.

Meet our dedicated team members »


Sloy, Dahl & Holst, Inc.
1230 SW 1st Avenue, Suite 310
Portland, OR 97204



Phone (503) 248-9800
Fax (503) 248-7088
sloydahlholst@sdh-inc.com
Financial-Times-300-Advisers-2016

The information on this website does not constitute investment advice. Past performance is never a guarantee of future results. Please contact your financial advisor and review the applicable prospectus for each and every investment you are considering before buying or selling anything.