Sloy, Dahl & Holst

Jim Holst is a Certified Financial Planner (CFP®) and co-founder of Sloy, Dahl & Holst, Inc. Putting his analytical background to use, Jim has developed several of the computer models we rely on for asset allocation and money management. These models assist in structuring portfolios to successfully balance risk and rate of return.

Jim focuses his practice on asset management and comprehensive retirement planning. His extensive client base benefits from his decades of experience and an investment philosophy which incorporates thorough planning, careful review, and custom asset allocations geared to meet the unique needs of each client.

An active member of the American Association of Individual Investors and the Institute of Certified Financial Planners, Jim has been a featured speaker at financial planning seminars throughout the Portland metropolitan area.

When he’s not working, Jim enjoys taming his nearly half-acre property into a garden worthy of Sunset Magazine. He is also an avid beachcomber, spending hours with his children hunting for agates and special shells. Prior to co-founding Sloy, Dahl & Holst, Inc., Jim provided investment management services to a variety of profit-sharing plans, pension plans and trusts.