Sloy, Dahl & Holst is a registered investment advisor based in Vancouver, Washington, providing discretionary and non-discretionary portfolio management services to individuals, pension plans, trusts, and other clients. The firm utilizes a variety of proprietary model portfolios ranging from conservative to aggressive growth, primarily investing in stocks, mutual funds, exchange-traded funds, and collective investment trusts. In addition to investment management, Sloy, Dahl & Holst offers financial consulting services addressing topics such as risk management and investment planning. The firm also manages collective investment funds designed for employer-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable and represent maximum annual rates. Certain qualified clients may be charged according to a performance fee schedule consisting of a 0.25% quarterly service fee plus a 10% performance fee.