Sloy, Dahl & Holst, LLC

Sloy, Dahl & Holst, LLC is a registered investment adviser established in 1988, based in Vancouver, WA. The firm offers discretionary portfolio management services, tailored to meet clients' needs and investment objectives. Clients can grant discretionary authority for account management, with the option to limit authority by providing written restrictions. The firm provides model portfolios with varying risk tolerances, including conservative, moderate, balanced, growth, and aggressive models. Additionally, they manage assets for pension and profit-sharing plans, offering participant education at no extra cost. Sloy, Dahl & Holst charges a negotiable annual fee based on a percentage of assets under management, with a maximum fee of 2% for assets up to $10,000,000 and 0.55% for assets above $10,000,001. The firm may also charge performance-based fees for qualified clients. They do not participate in wrap-fee programs and offer financial consulting services at an hourly fee of $350. The firm primarily advises on stocks, mutual funds, ETFs, and Collective Investment Trusts, with a focus on long-term purchases. Clients are provided with detailed quarterly reports and billing summaries. Sloy, Dahl & Holst does not vote proxies on behalf of clients and does not have custody of client assets. The firm prioritizes client privacy and data security, with strict policies in place to protect personal information. In the event of trade errors, the firm aims to rectify the situation to restore the account to its correct position. Clients are also assisted in participating in class action lawsuits related to securities in their portfolios.