Sloy, Dahl & Holst, Inc., Acquires Smart Investor
Portland, OR – Sloy, Dahl & Holst, Inc. (www.sdh-inc.com) is pleased to announce the acquisition of Smart Investor, a Sacramento, California based Registered Investment Advisory Firm, effective December 31st, 2016.
Sloy, Dahl & Holst has been building a Silicon Valley footprint since 2014, and the acquisition of Smart Investor further solidifies a strong presence in northern California. It also deepens the Sloy, Dahl & Holst investment advisory bench. In contrast to Sloy, Dahl & Holst, Inc.’s practice of Active Management; Smart Investor’s management style is more Passive, and they are an approved Dimensional Fund Advisors (DFA) firm. DFA funds are far from a plain index-based strategy, and unavailable to retail investors, offering clients another strategic and proven path to achieving their investment and retirement objectives.
Beyond investment style there’s nothing but similarities and synergies between Sloy, Dahl & Holst and Smart Investor. Sharing identical philosophies on relationship building and a concentrated focus on client satisfaction, both fee-only firms seek to maximize client return on investment by emphasizing education, communication and the value of custom risk-based allocations. Both firms have a significant focus in the Qualified Retirement Plan industry, collectively managing approximately 100 Plans. The two firms combined now oversee nearly $1 billion in total assets under management.
Michael Tudor, Sloy, Dahl & Holst’s Chief Operating Officer, will act as Smart Investor President and COO; “This is an incredible opportunity to grow our business, while only improving upon everything we do for clients at both Sloy, Dahl & Holst and Smart Investor.”
About Sloy, Dahl & Holst, Inc.
Sloy, Dahl & Holst, Inc. is a registered, full-service financial advisory firm specializing in Retirement Services and dedicated to their clients’ financial achievement. As a boutique investment house, they have the distinction of being one of the first fee-only firms in Oregon and have been selected to the Financial Times Top 300 RIA Firms two years running. More information on the company’s background, services and achievements is available at:
Sloy, Dahl & Holst, Inc.
Shantel Sloy, Public Relations