To begin the award presentation, the NWUCA representative explained who Ron was as well as a little bit about Sloy, Dahl & Holst. The presenter noted that the firm has three locations on the west coast and manages approximately $1 billion in assets amongst private clients as well as nearly 100 qualified plans.
He continued on to explain Ron and his firm have been profiled in Forbes, as well as quoted in well-known magazines like Fortune, Money, and Bloomberg. Additionally, for two consecutive years, the firm has been named as one of the top 300 investment advisors in the US.
As the presenter invited Ron on stage to accept the award, he thanked Ron for his avid support of NWUCA and for growing and protecting the association’s investment account.