IMS Capital Management - No Load Mutual Funds, Retirement Plans, and Separate Accounts

Individual Investors | Financial Advisors

Announcing the IMS Family of Funds No Fee IRA

No matter what kind of IRA you have or are considering establishing (Roth, Traditional, Rollover), an IMS Family of Funds No Fee IRA offers you a unique combination of features and benefits.

No Load, No 12b-1 Fee
With an IMS Family of Funds IRA, you'll pay no commissions or fees to purchase, exchange or redeem shares (redemptions of shares owned less than 90 days are subject to an anti-market timing fee of .50%). That means 100% of your retirement savings can go to work for you right away. You'll also pay no yearly IRA custodial or maintenance fees.

Smart Investments
The IMS Family of Funds offers a smart choice of three mutual funds, which are ideal for retirement investing:

IMS Capital Value Fund - a portfolio of undervalued mid cap stocks with positive momentum, diversified across strategically chosen, opportunistic sectors.

IMS Strategic Income Fund - Dynamic mix of income-producing securities designed to reduce volatility and provide reliable monthly income.

IMS Strategic Allocation Fund -- Active allocation across a portfolio of stocks, bonds, real estate and cash, using primarily index funds with an emphasis on risk management.

A High Level of Service and Convenience
At IMS, enjoy the convenience of online account access, so you can track the progress of your investments at any time or, call us toll-free at 1-800-408-8014 Monday through Friday whenever you have questions about your account.

Experience and Discipline to Help You Build Wealth Wisely®
At the IMS Family of Funds, you can be sure that your IRA will get the professional investment expertise it deserves to help you build financial security. All IMS Funds are managed by seasoned portfolio managers, who invest the majority of their own money in the funds they manage, so you can be assured that we are invested right along side you.

To open a No Fee IRA with the IMS Family of Funds, click here for an application and prospectus.


	No-Fee IRA

	Article Library

Past performance does not guarantee future results. Current perfomance may be higher or lower than the performance quoted. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.

The fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by clicking here. Read it carefully before investing. Figures include changes in principal value, reinvested dividend and capital gain distributions.

The IMS Funds are distributed by Foreside Distribution Services, L.P.