About Ronald J. Sloy

Certified Financial Planner (CFP)

Ron Sloy

Ronald’s Work Experience

Ronald J. Sloy is a Certified Financial Planner (CFP) and co-founder of Sloy, Dahl & Holst, Inc., a Registered Investment Advisory and Consulting Firm, located in Portland, Oregon. A former student of both Portland State University and the University of Oregon, Ron graduated from the Denver College of Financial Planning as a Certified Financial Planner (CFP). Ron began his career at Alexander Hamilton Life Insurance Company, in 1981, and joined Interwest Financial Group, Inc. in 1983.

Toward the end of 1986, Ron, and colleagues James Holst and Anthony Dahl, left to pursue their own venture. These enterprising young men dreamed of offering their clients better solutions than the in-house investment products available with their former employer.  They turned their dreams into a reality with one of Portland’s first fee-only money management firms.  Now managing hundreds of clients and millions in assets, Sloy, Dahl & Holst, Inc. is a boutique investment house, custom tailoring 401K plans and investment portfolios to each of its clients.  Every investment decision is made within the company or client’s particular financial framework. Wealth building, capital preservation, retirement planning and pension fund management are all accomplished with one idea in mind: to teach clients to expect more, then exceed their expectations.

Ronald Sloy - Other Interests

Outside of work, Ronald Sloy is an avid sportsman, actively pursuing his passion for running, weight training and golf.  An athlete from an early age, Ron played many competitive sports before focusing on baseball in high school. After playing baseball in college, Sloy was drafted by the St. Louis Cardinals, in the fourth round of the Major League Baseball (MLB) draft in 1977, and again by the Montreal Expos in 1979. However, due to a wrist injury sustained in college, Ronald had to set aside the idea of professional sports. Instead Ron took all the energy and focus he brought to his highly successful athletic career and applied it to his new vocation, personal finance and wealth management.

Ron continues to hone his competitive edge by participating in several elite golf tournaments a year. Of the last 27 tournaments entered, Ron won 20, including the Playboy Golf Tournament in Las Vegas, NV.  He jokes that one day when he retires from wealth management he will live out his dreams of a professional sports career by joining the Senior PGA Tour.