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

Individual Investors | Financial Advisors

About IMS Capital Management

Mission:
To deliver exceptional client service, outstanding investment counsel and superior investment returns.

At IMS, we help investors realize their goals through no load mutual funds and separate accounts seeking superior, risk-adjusted returns. Founded in 1988 by Carl W. Marker, IMS Capital Management has offices in Portland, Oregon, Eugene, Oregon and Seattle, Washington, and has $615 million under management as of 3/31/08.

We provide actively managed portfolios for a wide range of clients, including individuals and trusts, institutions, foundations, and retirement plans. We specialize in mid-cap value stocks, income-producing securities, and balanced portfolios using strategic allocation and risk management techniques. We also provide dedicated support to RIAs who recommend mutual funds to their clients.

On our web site, you can learn more about our investment strategies, investment process and our professional staff.

We appreciate your interest in IMS Capital Management and invite you to contact us for more information. Simply call us at 503-788-4200 in Portland, 541-683-5800 in Eugene, 425-637-3700 in Seattle or toll free at 800-408-8014.

Sincerely,

The IMS Capital Management Team


	Company Profile

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.