Investment

• Investment Management
  Sloy, Dahl & Holst’s asset management service was established in order to obtain quality, objective investment management services on a personal basis. Offerings include...
• Mutual Funds
  Investing in no-load mutual funds allows you to maximize your return on investment, by avoiding sales charges and loads that directly impact your rate of return. This provides you the freedom to diversify thoroughly and reallocate when necessary without regard to sales costs. Institutional funds provide additional advantages, giving you greater purchasing power.
• Wealth Management
  Ron was drafted by both the St. Louis Cardinals and the Montreal Expos. Instead of pursuing the major leagues, he applied his competitive nature to his new passions: personal finance and wealth management. Ron began his career at Alexander Hamilton Life Insurance Company and later joined Interwest Financial Advisors before co-founding Sloy, Dahl & Holst, Inc. in 1986.

Planning

• Financial Planning
  It is our intent to build a successful long-term partnership with our clients. By communicating regularly, providing quarterly reports and vigilantly monitoring for changes in your financial planning needs, we hope to establish and achieve investment goals, and assist you in attaining your lifestyle and retirement objectives.
• Retirement Planning
  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.
• Asset Management
  In today’s market, with the complexity of investment options and the large number of commission-based advisors, the role of the independent, fee-based planner has become even more crucial. Having the ability to provide objective investment advice, with the sole criteria being your investment goals, allows you, the client, and us, the advisors, the freedom to focus on achieving the best possible asset allocation and performance results.