Financial Times names Sloy, Dahl & Holst, Inc. among 2016's Top Registered Investment Advisers

    PORTLAND, OR, June 21, 2016 /24-7PressRelease/ -- Sloy, Dahl & Holst, Inc. is thrilled to announce that we have been selected for the second consecutive year by the Financial Times as one of the Top 300 Registered Investment Advisory (RIA) Firms in the United States. The Financial Times recognized Sloy, Dahl & Holst, Inc. after a thorough review of over 2000 firms nation-wide. Sloy, Dahl & Holst, Inc. is one of only four firms recognized in Oregon.

FT describes its methodology.
The FT's methodology examines the database of RIAs that are registered with the US Securities and Exchange Commission and selects those practices reporting to the SEC that have $300m or more in assets under management (AUM). This assures a list of companies with established and institutionalized investment processes. The RIA companies have no subjective input. The FT then invites those qualifying RIA groups, which amount to more than 2,000, to provide further information about their practices.

The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each company. Areas of consideration include:

- AUM: signals experience in managing money and client trust
- AUM growth rate: growing assets is a proxy for performance, asset retention and ability to generate business
- Company's years in existence: indicates reliability and experience in managing assets
- Compliance record: provides evidence of past client disputes -- a string of complaints can signal potential problems
- Industry certifications (such as CFA and CFP): show technical and industry knowledge and a commitment to investment skills
- Online accessibility: this illustrates commitment a to providing investors with easy access and transparent contact information

The FT 300 is not a competitive ranking from 1 to 300. Instead, it is a quantifiable and objective way to evaluate the very best Registered Investment Advisory Firms in the country. We are pleased to be among the outstanding companies selected for this acknowledgement of excellence.

FT 300 Disclosure:
The 2016 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2016). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT's research. As identified by the FT, the listing reflected each practice's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

About Sloy, Dahl & Holst

Sloy, Dahl & Holst, Inc. is a registered, full-service financial advisory firm dedicated to our clients' financial achievement. As a boutique investment house, we tailor every investment portfolio we manage to meet each client's specific goals.

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