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

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IMS in the News
	March 27, 2009 Kudlow & Company, Art Nunes is interviewed about his market views.
	March 24, 2009 About the Money, Art Nunes is interviewed about his market views.
	March 18, 2009 CNBC Squawk on the Street, Art Nunes is interviewed about his market views.
	January 20, 2009 About the Money, Art Nunes is a guest on this Seattle Public Television program.
	November 11, 2008 CNBC Squawk on the Street, Art Nunes is interviewed about his market views.
	November 5, 2008 CNBC Squawk on the Street, Art Nunes is interviewed about his market views.
	October 28, 2009 About the Money, Art Nunes is a guest on this Seattle Public Television program.
	September 10, 2008 CNBC Squawk on the Street, Art Nunes is interviewed regarding IMS' market outlook.
	August 26, 2008 CNBC Squawk on the Street, Art Nunes is interviewed regarding IMS' market outlook.
	July 28, 2008 CNBC Squawk on the Street, Art Nunes is interviewed regarding IMS' market outlook.
	July 21, 2008 CNBC Squawk on the Street, Art Nunes is interviewed regarding IMS' market outlook.
	July 11, 2008 CNBC Squawk on the Street, Art Nunes is interviewed regarding IMS' market outlook.
	July 1, 2008 Vancouver Columbian, Art Nunes discusses his views on the market.
	June 18, 2008 CNBC Squawk on the Street, Art Nunes is interviewed regarding IMS' market outlook.
	May 21, 2008 CNBC Squawk on the Street, Art Nunes is interviewed regarding IMS' market outlook.
	April 24, 2008 CNBC Squawk on the Street, Art Nunes is interviewed regarding IMS' market outlook.
	April 10, 2008 CNBC Squawk on the Street, Art Nunes is interviewed regarding IMS' market outlook.
	March 14, 2008 CNBC Squawk on the Street, Art Nunes is interviewed regarding IMS' market outlook.
	January 31, 2008 CNBC Squawk on the Street, Art Nunes is interviewed regarding IMS' market outlook.
	December 26, 2007 CNBC Squawk on the Street, Art Nunes is interviewed regarding IMS' market outlook.
	December 14, 2007 CNBC Squawk on the Street, Art Nunes is interviewed regarding IMS' market outlook.
	November 29, 2007 Nightly Business Report, Carl W. Marker is interviewed by Paul Kangas about both IMS Capital Value Fund and IMS Strategic Income Fund.
	November 16, 2007 CNBC Squawk on the Street, Art Nunes is inteviewed regarding IMS' market outlook.
	November 5, 2007 Barron's, Art Nunes is quoted by Jack Willoughby in the cover story regarding IMS' market outlook.
	October 25, 2007 CNBC Squawk on the Street, Art Nunes is interviewed on the West Coast Wakeup segment regarding IMS' market outlook.
	October 4, 2007 CNBC Squawk on the Street, Art Nunes is interviewed on the West Coast Wakeup segment regarding IMS' market outlook.
	October 1, 2007 Investment News, The IMS Strategic Income Fund was featured in the Streetwise column, written by Jeff Benjamin.
	September 29, 2007 Vancouver Columbian, Art Nunes discussed the market in quarterly recap story written by Jon Nelson.
	August 23, 2007 CNBC Squawk on the Street, Art Nunes is interviewed on the West Coast Wakeup segment regarding IMS' market outlook.
	August 7, 2007 MarketWatch, Art Nunes discussed thoughts about the Fed's decision to lower the overnight bank rate with journalist Murray Coleman.
	August 1, 2007 CNBC, Don Shute appeared on 'Your Best Trades Now' with host Trish Regan regarding his favorite dividend stocks in the IMS Strategic Income Fund.
	July 11, 2007 *CNBC Morning Call,* Carl W. Marker, Portfolio Manager of the IMS Capital Value Fund (IMSCX), was interviewed by Liz Claman regarding stocks he likes as part of CNBC's 'Best Trade Now' segment.
	June 30, 2007 *Seattle Times,* Art Nunes, Market Strategist for IMS Capital Management, was interviewed by Drew DeSilver regarding his views on second quarter market activity.
	June 6, 2007 *CNBC Street Signs,* Don Shute of the IMS Strategic Income Fund (IMSIX) was interviewed by Erin Burnett as part of CNBC's continuing series on 5-star funds.
	May 30, 2007 *CNBC Squawk Box,* Don Shute of the IMS Strategic Income Fund, was interviewed by Becky Quick as part of CNBC's continuing series on 5-star funds.
	May 7, 2007 *US News & World Report,* Don Shute of the IMS Strategic Income Fund discusses his views on bonds with James Pethokoukis.
	April 30, 2007 *Barron?s,* Carl W. Marker was extensively quoted in the cover story discussing money manager views on the market, by Jack Willoughby.
	March 15, 2007 *MarketWatch,* Journalist Andrea Coombes interviewed Carl W. Marker about three stocks he holds in the IMS Capital Value Fund.
	March 7, 2007 *MarketWatch,* Carl W. Marker and the IMS Capital Value Fund was highlighted in both an online and radio interview with Chuck Jaffe about his preference for beaten down stocks.
	February 27, 2007 *CNBC,* Don Shute, senior analyst for the IMS Strategic Income Fund, was interviewed live on CNBC regarding Boomer Investing strategies and the growing need for income.
	February 26, 2007 *TheStreet.com,* Don Shute, Senior Analyst for the IMS Strategic Income Fund, was interviewed on video.
	February 26, 2007 *MarketWatch,* Don Shute, senior analyst for the IMS Strategic Income Fund, participated in a video-taped interview entitled, Investing for Income.
	February 3, 2007 *Portland Business Journal,* Writer Andy Giegerich discusses IMS Capital Management's recent acquisition of Eugene-based Juniper Capital.
	February 2007 *Smart Money,* Writer Reshma Kapadia kicks off her story about stocks 'ready to wake up and smell the coffee' with a description of Carl W. Marker's value/momentum investment strategy.
	January 2007 *Business Week,* The IMS Capital Value Fund was listed among four top performing mid cap blend funds in the Mutual Fund Scoreboard. Fund selection was based on pretax total returns, adjusted for risk over the five years ended December 31, 2006.
	September 2006 *Kiplinger's Personal Finance,* "And the Winners are..." The IMS Capital Value Fund was named among the top 10 performing small and mid size blend funds for the 5 years ending July 3, 2006.
	August 2006 *Louis Rukeyser?s Mutual Funds,* ?Rise and Shine? by Nikolas Lanyi features the IMS Capital Value Fund.
	July 2, 2006 *The Oregonian,* Portfolio Manager Carl W. Marker comments about the market?s ups and downs in the first half of the year.
	May 30, 2006 *Investment News,* ?Mid caps outperform but are overlooked in 401ks.? Writer Lisa Shidler interviews Carl W. Marker about the merits of mid cap stocks, which are often neglected in 401k plans.
	April 30, 2006 *The Washington Post,* "Pursuing Recovery Among the Wounded." The IMS Capital Value Fund and Carl W. Marker are profiled in a story by Dune Lawrence.
	April 7, 2006 *The Wall Street Journal Online,* IMS Strategic Income Fund is listed among the 10 best Income Funds for the 1-year ended 3/31/2006 among 251 Income Funds tracked by Lipper.
	April 4, 2006 *The Wall Street Journal,* IMS Capital Value Fund is listed among the ten best performing mid cap value funds for the 1-year ended 3/31/2006 among a total of 263 mid cap value funds tracked by Lipper Analytical Services, Inc.
	March 10, 2006 *The Daily Record,* IMS Capital Management is featured in a story written by William Boroson entitled, ?Mid cap funds worth investment.?
	January 23, 2006 *MarketWatch,* Writer John Burton profiles five little known mutual funds worth a closer look, including IMS Capital Value Fund (IMSCX).
	February 10, 2006 *Business Week,* IMS Capital Value Fund is listed among four mid cap blend funds for having the best 5-year average annual return for the period ended December 31, 2005.
	January 16, 2006 *Barron?s,* IMS Capital Value Fund and Portfolio Manager Carl W. Marker were positively profiled in a feature story.
	January 15, 2006 *Oregonian,* IMS Capital Value Fund was mentioned by personal finance columnist Julie Tripp as having the best performance (in 2005) among Portland-based mutual fund companies, thanks to its investments in mid cap stocks.
	January 13, 2006 *USA Today,* IMS Capital Value Fund was identified among three top performing mid cap funds in a column authored by John Waggoner.
	November 9, 2005 *Brills Mutual Funds Interactive,* IMS Capital Value Fund Manager Carl W. Marker is featured in an on-line article discussing growth and value stocks.
	October 28, 2005 *Portland Business Journal,* Reporter Andy Giegerich includes Carl W. Marker's outlook for the 2006 investment environment.
	October 24, 2005 *Barron's,* Writer Lawrence C. Strauss quotes Carl W. Marker regarding his current views on investing in energy companies.
	October 1, 2005 *Seattle Times,* Portfolio Manager Carl W. Marker is quoted in a third quarter market wrap up story by journalist Drew DeSilver.
	September, 2005 *Kiplinger?s Personal Finance,* And the Winners are..." Manuel Schiffres lists the best of the bunch. The IMS Capital Value fund is listed as one of the top ten funds in the small and mid-size blend fund category for 3-year returns.
	September, 2005 *Money magazine,* Carl W. Marker was quoted on his favorable opinion of mid cap stocks in an article by Paul R. LaMonica.
	August 31, 2005 *MarketWatch,* Personal Finance Columnist Chuck Jaffe interviews Carl W. Marker about the IMS Capital Value Fund and his stock picks and pans.
	June 20, 2005 *Investment News,* Columnist Jeff Benjamin featured IMS Capital Value Fund in an article entitled, "Mid-cap value casts wide net for opportunities."
	June 18, 2005 *Arizona Republic,*Columnist Russ Wiles includes a quote from Portfolio Manager Art Nunes about the relative attractiveness of stocks versus bonds.
	June 17, 2005 *Serious Money, KCTS-TV,* Host Tom Cox interviews Portfolio Manager Carl W. Marker about the IMS Capital Value Fund on this Seattle-produced public television financial program.
	June 17, 2005 *Portland Business Journal,* IMS Capital Management is named sixth fastest growing private company in Oregon based on three-year revenues.
	May 23, 2005 *Investment News,* Writer Brooke Southall quotes Carl W. Marker discussing growth of IMS Capital Management's separate account business from $140 million at the beginning of 2003 to $642 million at the beginning of 2005.
	April 4, 2005 *Chicago Tribune,* Reporter Andrew Countryman writes that Carl W. Marker, manager of IMS Capital Value Fund, buys undervalued companies with positive momentum.
	January 14, 2005 *Portland Business Journal,* Reporter Andy Giegerich writes that new business at IMS Capital Management "helped impel IMS' overall managed assets base from $410 million in 2003 to $640 million in 2004."
	December 26, 2004 *The Oregonian,* "Local, Savvy and Making Money." Personal Finance Writer Julie Tripp discusses five mutual funds that are based in Portland, including IMS Capital Value Fund, with solid performance and measuring up favorably against the Dow, Standard & Poor's 500 and the Nasdaq.
	November 19, 2004 *Portland Business Journal,* "IMS Capital Scores Big Contract." Writer Andy Giegerich describes a $53 million investment assignment awarded to IMS by GE Private Asset Management (GEPAM).
	October, 2004 *Money Magazine* named IMS Capital Value Fund (IMSCX) as a top ten performing mutual fund in the mid sized company category for the three years ended August 19, 2004.
	October, 2004 *Financial Advisor Magazine,* Writer Alan Lavine contemplates mid cap stocks in an article with a closing quote from Carl Marker: "Mid-cap stocks are the place to be. They have outperformed large- and small-cap stocks based on risk and return over the past 20 years. They have historically been a neglected asset class. Mid-cap stocks tend to get purchased by deep-pocketed, large-cap buyers. There are greater opportunities to uncover under-recognized assets."
	September 26, 2004 *The Daily Record,* "Mid cap funds get lofty results." Columnist Warren Boroson writes about how Carl Marker of the IMS Capital Value Fund looks for cheap stocks that have been doing well lately.
	September 27, 2004 *CNBC Closing Bell,* IMS Capital Value Fund Manager Carl W. Marker is interviewed by Maria Bartiromo.
	July 27, 2004 *Investors Business Daily*, Journalist Ken Hoover describes the IMS Capital Value Fund as a "Value Fund With A Momentum Twist."
	July 1, 2004 *The Seattle Times* quoted Art Nunes, co-manager of the IMS Strategic Allocation Fund regarding his view about small and mid cap stocks.
	June, 2004 *Money Magazine* listed IMS Capital Value Fund as a top ten performing mutual fund in the mid sized company category for the 3 years ending April 8, 2004.
	June 4, 2004 *BusinessWeek online*, "A Fund That Rides on Rising Stars." IMS Capital Value Fund's Carl Marker is described as looking for cheap mid-cap companies and jumps in only when their stocks start taking off.
	May 16, 2004 *CBS MarketWatch*, Steve Gelsi discusses the IMS Capital Value Fund's patient approach to stock selection.
	February 2, 2004 *Forbes Magazine*, "Timing is everything" page 106. James M. Clash reports on the success of the IMS Capital Value Fund since its inception in 1996. Mr. Clash explores the intricasies of how the fund successfully combines value, seasoning and momentum characteristics.
	September 23, 2003 *Investor's Business Daily,* "IMS Cap Value Cooks With Seasoning" page A9. Paul Katzeff profiles the Carl Marker and the IMS Capital Value Fund."
	August 1, 2003 *Wall Street Journal,* Mutual Fund Scorecard, Mid-Cap Value, page C12. The IMS Capital Value Fund was listed as one of the ten best mid-cap value funds in the country, showing up #3 on their list of the "Past Year's Top Performers."
	August, 2003 *Kiplinger´s Personal Finance,* "And the Winners are..." page 51. Manuel Schiffres lists the best of the bunch. The IMS Capital Value fund is listed as one of the top ten funds in the mid-cap stock funds group for 3-year returns.
	June 1, 2003 Celebrating its 15th year of business success, IMS Capital Management opens second office in Bellevue, Washington. This expansion coincides with the hiring of Arthur G. Nunes, CFP, a 20-year veteran of the financial services industry, who will run operations in the new, suburban Seattle office. With the addition of Nunes and his administrative staff, IMS employees total nine, and total firm assets exceed $400 million, double what they were when the year began, and four times their 2001 level.
	May 18, 2003 *The New York Times*, "Predicting the Path of a Submarine (or a Mutual Fund)" page BU 7. Mark Hulbert reports on a study done by Yale researchers using the Kalman Filter to track the performance of mutual funds, based on their investment styles. According to the study, the IMS Capital fund outperformed its benchmark by the largest amount over the previous five years.
	January 27, 2003 *BusinessWeek Magazine*, "The Best Mutual Funds" page 58. Mara Der Hovanesian reports on the A-Team, equity funds that earned an A for delivering the best returns for the risk over the past 5 years, listing the IMS Capital Value fund among the best of the best.

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.