A Boutique Investment House

Est. 1986 | Portland, Oregon

Sloy, Dahl & Holst Hire New VP of Marketing, Increasing 401(k) Focus

Sloy Dahl & Holst Inc. Employees

Ronald J. Sloy (Partner), Michael Tudor (VP of Marketing), James C. Holst (Partner)

With the Thanksgiving week upon us we hope you and your family celebrate good health and the opportunity to spend some time together.

On November 1st, 2008 our firm hired Michael Tudor as our new Vice President of Marketing. Michael comes to us from the consulting and administration side of the qualified retirement plan industry, where he helped run the Business Development Division of Spectrum Pension Consultants, Inc. for nearly three years. Gaining an unbiased exposure to nearly every product, platform and investment advisor model, Michael brings an invaluable wealth of knowledge and experience to our team.

“Through my relationship with the Koumantaros family I basically fell into my position with Spectrum, and can’t tell you how fortunate I am for that. Working with such a well established firm, with an inherent exposure to the retirement plan industry as a whole, I was perfectly positioned for this next step in my career. My responsibility to Spectrum was to help drive new business to their firm, by adding new plans or placing additional services with existing clients. I spent countless hours conducting investment advisor interviews, sitting on the same side of the table as our clients, to ensure that they would engage a firm who would meet their needs.

In my experiences working with so many different advisors and advisory firms, Sloy, Dahl & Holst, Inc. simply does it the best. During my time at Spectrum, Sloy, Dahl & Holst’s performance continually exceeded the benchmarks as well as other advisors’ performance. Our clients feel comfortable and confident in our approach because of the models we create and our ability to communicate the services we’re providing. Performance is vital, but it is communication which builds understanding and comfort. With proactive communication and great performance, our clients are happy and feel well taken care of. ”

Michael Tudor

It’s been a long and tough year for many people and most businesses, across nearly every industry. However, it is one year in the grand scheme of things and we must remember to keep our sights on the horizon. We won’t forget what we’ve experienced this year, and what we’ve learned, but we need to maintain our long term perspective.

At Sloy, Dahl & Holst, Inc. we pride ourselves in providing our clients with proactive communication, a steady and stable long term approach to their investments and ultimately consistent performance above the indices. Using proven selection and monitoring criteria in an open architecture setting we are able to develop our firm’s best-of-breed line-up of mutual funds, and then we take it a step further. With a steady ear to the ground and over 100 years of collective experience, in up and down markets, we create turn-key risk based models for our 401(k) and individual clients alike. This has been so well received, especially by our 401(k) plans that we continue to see participation in the models in excess of ninety percent. This tells us our clients understand the approach and have confidence in our ability to make sure they are allocated appropriately.

Please feel free to contact us to discuss our services further. We would appreciate the opportunity to perform a complimentary analysis on your current arrangement, from fees to performance and everything in between, and outline how it would compare to working with our firm.

Again, we hope you have a wonderful Thanksgiving and wish you all the best throughout the holidays!!!

Best Regards,

Ron Sloy

Sloy, Dahl & Holst, Inc.
829 NW 19th Avenue
Portland, OR 97209

Phone (503) 248-9800
Fax (503) 248-7088

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.