How does the advisor help clients – Key Takeaways:
SLOY, DAHL & HOLST, LLC (SDH) is a financial advisory firm located in Portland, Oregon. With over 30 years of experience, SDH offers personalized financial services to individuals, families, and businesses.
The firm focuses on building long-term relationships with its clients, providing financial education, and creating customized plans to help clients reach their financial goals.
Some key takeaways on how SDH helps its clients include:
- Providing personalized financial services tailored to each client’s unique needs and goals
- Offering ongoing financial education to help clients make informed decisions about their money
- Creating customized financial plans that adapt to changes in the market and the client’s life
- Maintaining transparent and open communication with clients to build trust and accountability
Facts and Insights
As of 2021, SDH manages approximately $1.5 billion in assets under management (AUM) and has a team of 12 experienced advisors. The firm has a diverse client base, including high net worth individuals, families, and businesses.
The firm prides itself on its low advisor-to-client ratio, which allows for personalized attention and dedicated service to each client. This also allows the advisors at SDH to leverage their collective expertise to provide comprehensive financial solutions.
Over the years, SDH has received recognition for its outstanding services and has been named one of the top financial advisory firms in Oregon by publications like The Portland Business Journal and Forbes.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management ($) | Number of Advisors |
|---|---|---|
| 1990 | $500 million | 5 |
| 2000 | $1 billion | 10 |
| 2010 | $1.5 billion | 12 |
Financial Services Offered
SDH offers a wide range of financial services to address the various needs and goals of its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Education planning
- Corporate retirement plans
The firm follows a holistic approach to financial planning, taking into account all aspects of a client’s financial life to create a comprehensive plan that helps them achieve their goals.
Client Types
SDH serves a diverse range of clients, including:
- High net worth individuals and families
- Business owners and executives
- Retirees
- Generational wealth transfer clients
- Non-profit organizations
The firm’s customizable services and tailored approach allow them to effectively serve a variety of clients and their unique financial situations.
Fees & Compensation
SDH works on a fee-based structure, which means that the fee is based on a percentage of the client’s assets under management. The firm has a strong commitment to transparency and has a fee schedule that is clearly communicated to clients.
Additionally, SDH is a fiduciary, which means that the firm is legally obligated to act in their client’s best interests at all times. This further ensures that clients’ needs and goals are the top priority.
Background
SDH was founded in 1990 by John Sloy, Michael Dahl, and Timothy Holst with the goal of providing comprehensive financial planning and investment management services to clients. Today, the firm is still led by the three founding partners and has grown significantly in both size and reputation.
SDH takes a conservative, disciplined approach to investing, and the firm’s success can be attributed to its consistent strategies and long-term approach to wealth management.</p