Sloy, Dahl & Holst, Inc. Acquires Chambers Wealth Advisory in Menlo Park, CA
PORTLAND, OR, February 20, 2019 /24-7PressRelease/ — Sloy, Dahl & Holst, Inc. (SD&H) (www.sdh-inc.com) is pleased to announce the acquisition of Chambers Wealth Advisory (CWA), a Menlo Park, California based Registered Investment Advisory Firm, effective December 31st, 2018.
SD&H has been building a Silicon Valley footprint since 2014, and the acquisition of CWA further solidifies a strong presence in northern California. It also deepens the SD&H investment advisory bench. In contrast to SD&H’s practice of Active Management, CWA’s management style is more Passive as an approved Dimensional Fund Advisors (DFA) firm. DFA funds are far from a plain index-based strategy, and unavailable to retail investors, offering clients another strategic and proven path to achieving their investment and retirement objectives. The CWA book of business will roll into Smart Investor (SI), a wholly owned subsidiary of SD&H and also an approved DFA firm.
Beyond investment style, there’s nothing but similarities and synergies between Sloy, Dahl & Holst and CWA. Sharing identical philosophies on relationship building and a concentrated focus on client satisfaction, both fee-only firms seek to maximize client return on investment by emphasizing education, communication and the value of custom risk-based allocations. With the addition of CWA, SD&H and its subsidiaries currently oversee more than $1 billion in total assets under management.
Michael Tudor, COO of SD&H and President of SI added, “Our growth in California the last five years has been exciting, to say the least, as we’ve essentially doubled our overall assets under management. We continue to focus on what matters most; do right by our clients, work hard, and everything else will fall into place. Though the two businesses differ from investment style, which has added nice diversification, they’re nearly identical other than that. We’ve done a tremendous amount of work on the foundation of our business as a whole, supporting both firms, which has set the stage for a continued expansion in the decade ahead.”
About Sloy, Dahl & Holst, Inc.
Sloy, Dahl & Holst, Inc. is a registered, full-service financial advisory firm specializing in Retirement Services and dedicated to their clients’ financial achievement. As a boutique investment house, they have the distinction of being one of the first fee-only firms in Oregon and have been selected to the Financial Times Top 300 RIA Firms two years running. More information on the company’s background, services and achievements is available at: http://www.sdh-inc.com
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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