Henderson, NV Office

Sloy, Dahl & Holst, LLC provides discretionary and non-discretionary portfolio management and financial consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, and employer-sponsored retirement plans. The firm also serves as manager and sponsor of collective investment funds designed for tax-qualified retirement plans and offers participant education for plan clients.

Investment management is organized around firm-developed model portfolios that range from conservative to aggressive and use mutual funds, ETFs, collective investment trusts, and alternative strategies such as long/short and managed futures to implement allocations. Portfolios are tailored to client objectives and risk tolerances, and the firm makes both traditional asset-based arrangements and, for qualified investors, performance-based compensation arrangements subject to governance and high-water mark provisions.

What distinguishes the firm from many peers is its scale and structure: it reports roughly $1.8 billion in regulatory assets under management with six advisors (resulting in high AUM per advisor) and maintains five offices, and it is affiliated with other registered advisers and a holding company that sponsors a private concentrated equity fund. Those affiliations and its role as a fund sponsor/manager, together with its use of performance fees and side‑by‑side management, are disclosed as potential conflicts the firm addresses through supervisory, allocation, and compliance policies.