2019 | Paul Wedin adds AIF® accreditation to his credentials.
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2019 | Sloy, Dahl & Holst acquires Chambers Wealth Advisory, rolling its assets under management into Smart Investor.
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2019 | Ron Sloy fulfilled a life long dream, making his debut as a featured speaker on CNBC, the internationally acclaimed financial news network. Ron appeared live on CNBC’s show “Squak on the Street” on October 4th, 2019.
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2018 | Michael Tudor adds AIFA accreditation to his credentials.
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2017 | Sloy, Dahl & Holst acquires Smart Investor, a CEFEX certified Registered Investment Advisory firm based in Roseville, California.
Smart Investor, which primarily utilizes investment vehicles form Dimensional Fund Advisors (DFA Funds), adds great diversification to Sloy, Dahl & Holst’s more traditional approach of active management.
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2017 | Multnomah County purchases the Jefferson Station building as the future site of the County Courthouse.
Sloy, Dahl & Holst purchases the Kearney House in the Northwest district of downtown Portland. After extensive renovations, the historic home is converted into an elegant office space.
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2016 | We celebrate 30 years in business.
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2016 | Michael Tudor is appointed to the Advisory Board at Charles Schwab.
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2016 | Paul Meeks joins the team as our Chief Investment Officer.
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2013 | Paul Wedin joins the team, while we celebrate Celeste Lucas’s 19th and Christine Cruz’s 20th anniversary with our firm.
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2012 | Michael Tudor adds AIF accreditation to his credentials.
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2011 | Sloy, Dahl & Holst, having weathered three of the worst market downturns in history, celebrates 25 years of business success.
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2011 | Michael Tudor adds QPFC accreditation to his credentials.
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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.
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2008 | Michael Tudor joins the firm, bringing a wealth of experience in the pension services industry.
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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.
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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.
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2003 | Shantel Sloy joins our team as Special Events Coordinator, bringing fresh energy and marketing expertise to our annual golf tournament.
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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.
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2000 | Sloy, Dahl & Holst, Inc. relocates to the Lake Oswego area, moving into a generous suite in the Centerpointe complex.
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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.
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1994 | Celeste Lucas joins the team as Account Executive. Celeste’s client services expertise helps us focus on our goal of premiere service.
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1993 | Christine Cruz joins the team as Account Executive. Christine’s excellent communication skills are a key asset for our firm.
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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.
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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.
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