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| IMS Professional Investment Team |
Carl W. Marker
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Mr. Marker is the founder, president and senior portfolio manager at IMS Capital Management. Mr. Marker has 21 years experience as a professional money manager and has been associated with the IMS mutual funds since their inception. Mr. Marker earned a Bachelor of Science degree from the University of Oregon. Prior to founding IMS Capital Management in 1988, Mr. Marker was employed as a financial systems analyst with Freightliner, a Daimler company. He is a member of the Portland Society of Financial Analysts. Mr. Marker is regularly quoted in the press and has appeared in Forbes, The Wall Street Journal, BusinessWeek, Kiplinger´s Personal Finance, SmartMoney Investor's Business Daily, USA Today, and Barron's as well as several national business television programs.
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Art Nunes, CMT
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Mr. Nunes is market strategist and a principal of IMS Capital Management. With over 26 years of investment management experience, Mr. Nunes also manages the IMS Dynamically Allocated Portfolio program and serves as the firm's technical market analyst. He earned a Bachelor of Science degree from The Ohio State University. Prior to joining IMS, Mr. Nunes worked for RBC Dain Rauscher and Salomon Smith Barney. A Chartered Market Technician (CMT), Mr. Nunes is a frequent market commentator on CNBC.
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Donald A. Shute, CFA
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Don Shute is co-portfolio manager of the IMS Strategic Income Fund and a senior fixed income research analyst at IMS Capital Management with 19 years experience. Prior to joining the firm, Mr. Shute worked for four years at Bear Stearns Asset Management in New York, managing high yield bonds and researching government credit and corporate debt securities. Prior to that, Mr. Shute served in a wide range of portfolio manager/analyst roles at GT Asset Management in Hong Kong and at Wells Fargo Asset Management in San Francisco. Experienced in all aspects of fixed income management including credit analysis, risk quantification and modeling, Mr. Shute has worked with domestic and global debt, corporate, government and convertible bonds, as well as money markets, currency and derivative and structured products.
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| IMS Professional Staff |
Monte White - Business Development
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Mr. White is a principal of IMS Capital Management and has over 30 years of securities industry experience. His areas of responsibility include new business development, client service and helping clients to achieve their investment objectives using diversification and asset allocation techniques. Prior to joining IMS, Mr. White worked for over two decades at the full service brokerage firms of Salomon Smith Barney and Piper Jaffray, where he actively managed equity and fixed income portfolios while working with clients on a broad array of investments. Mr. White earned his Bachelor of Science degree from Oregon State University.
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John Olson - Business Development
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Mr. Olson joined IMS in 2009. He has over 14 years of financial service experience. Prior to joining IMS, Mr. Olson worked for Merrill Lynch, UBS PaineWebber and Northwest Mutual Life. His responsibilities include new business development, client service and helping clients to achieve their investment objectives using diversification and asset allocation techniques.
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Steven Haug - Business Development / Client Service
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Mr. Haug is responsible for managing client service new business development and helping clients achieve their investment goals using diversification and asset allocation techniques. Prior to joining IMS, Mr. Haug spent nine years in the brokerage industry working with clients and their investments. Mr. Haug earned a Bachelor of Science degree in Business Management from Whitworth College.
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Rita Aguilar - Client Service / Research (Seattle)
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Ms. Aguilar is a principal of IMS Capital Management. She is responsible for managing client service, conducting research projects and monitoring investments and client objectives. Ms. Aguilar has over 22 years of investment industry experience. Prior to joining IMS, she worked for RBC Dain Rauscher as an investment associate. Ms. Aguilar earned her Bachelor of Arts degree from Western Washington University
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Asmita Singh - Client Service (Portland)
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Mrs. Singh has over 8 years experience in customer service and operations in the banking industry. For 5 years prior to joining IMS she was the customer service and operations manager at West Coast Bank. She is currently studying for her Bachelors Degree in Finance and is expected to graduate in the fall of 2010.
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Manisha Thakkar - Research Analyst (Portland)
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Manisha Thakkar joined IMS Capital Management as an equity analyst in June 2010. She has over 15 years of investment industry experience as a research analyst with a Portland-based portfolio manager and two investment consulting firms. Mrs. Thakkar is a Chartered Financial Analyst and has a Masters of Finance degree from the University of Texas.
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Mats Nordgren - Compliance / Trading / IT / Client Service (Portland)
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Mr. Nordgren is responsible for compliance, trading and information technology. Prior to joining IMS in 2007, he worked for Wachovia Securities as trader and technology expert. Mr. Nordgren has over 13 years experience in the investment industry.
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Nu Wang - Portfolio Management / Client Service / Research (Seattle)
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Mrs. Wang joined IMS in 2009. She holds a masters degree in Science from the University of Pittsburgh. After working in the cancer research field for nearly 17 years, Mrs. Wang decided in 2005 to pursue her passion in the financial industry. In 2008 she earned her Certified Financial Planner designation. Her responsibilities include client service, research and trading.
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