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IMS is a no load fund and separates accounts seeking superior, risk-adjusted returns. It was founded in 1988 by Carl W. Marker with its office is in Portland, Oregon and Seattle, Washington, and has over $809 million under its management.
They provide actively managed portfolios for a wide range of clients, including individuals and trusts, institutions, foundations, and retirement plans and support to RIAs who recommend mutual funds to their clients. They specialize in mid-cap value stocks, income-producing securities, and balanced portfolios using strategic allocation and risk management techniques. Value is their expertise. They seek to deliver value in the investments they choose and in the results they achieve. The research methods apply a variety of value and momentum factors to help produce what most investors are looking for: superior, risk-adjusted, after-tax returns. They understand the importance and impact of having our client's money in the right place at the right time.
The IMS Capital Value Fund is categorized as a mid cap blend fund on the Select List and is one of just two funds in this category. Managed by Carl W. Marker for over 9 years, the Fund sports a five-star Morningstar rating for a 3 year performance, a four-star rating for 5- year performance and an overall four-star rating for the periods ended September 30, 2005 among 309, 196, and 309 mid cap blend funds, respectively.
The performance data quoted represents past performance, and is no guarantee of future results. Investment return and principle value of an investment will fluctuate so that an investors share, when redeemed, may be worth more or less than their original cost.
Based in Portland, Oregon with offices in Seattle, Washington and San Jose, California, IMS Capital Management is dedicated to helping investors and their advisors build wealth wisely.

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