A Boutique Investment House

Est. 1986 | Portland, Oregon

Category: CFP

Sloy, Dahl & Holst Group IRA

Ron Sloy with Sloy, Dahl & Holst is proud to announce that we now have available a GROUP IRA. Please feel free to contact our office with any questions. Ron Sloy, CFP We realize rolling over your retirement account can …

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Ron Sloy’s New TV Segment

Hello All, I just wanted to let you know we’ve added Ron Sloy’s newest TV Segment to Ron’s YouTube Channel. Please take a look and feel free to pass it around, especially to any College students or young adults; it …

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NUCA Hires SD&H

Our firm was recently hired to watch over the local NUCA chapter’s association funds. We work with many of the local members, and are very happy to help out with the chapter’s funds as well. Here is an e-mail sent …

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Ron Sloy – Market Outlook – TV Segment

Ron Sloy provides detailed financial analysis about the future of the Stock Market during a local KOIN TV segment titled “Market Outlook”. Ron Sloy, of Sloy, Dahl and Holst, Inc., is a Certified Financial Planner located in Portland, OR.

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Ron Sloy KOIN Interview, October 5th

If you weren’t able to see it, following is a link to the interview I had with Mike Donahue which aired yesterday on KOIN TV: Keep It Local, reflecting my views on the market and sectors we’ve had great success …

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KOIN 6 Interview

For those of you who may be interested, I was asked to speak on a local television broadcast entitled “Keep it Local” on KOIN Channel 6 this past Monday.  They have asked me to return on Monday, October 5th, to …

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Client Testimonial – Active Construction

Celeste, I have to pass this along in hopes you will pass it along to Ron Sloy… This is about the third time this week I’ve overheard David C. not just recommend, but HIGHLY recommend, Ron’s services to outside sources. …

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Sloy Dahl & Holst, Inc – Forbes Segment

Please take a moment to view the attached profile of our firm. This piece will run in the May issue of Forbes Magazine, as they focus a series on Oregon and Pacific NW investment professionals. Best regards, Ron Sloy


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



Phone (503) 248-9800
Fax (503) 248-7088
sloydahlholst@sdh-inc.com

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.