Main Slider Background Conservative Wealth
Management
IMS Growth IMS has offered defensive investment management since 1994 IMS Income

The

Income Program

The strategy behind IMS Income was devised back in 1997 to compete directly with traditional conservative investments. The goal was to develop a unique approach.

Popular conservative investments lack the upside potential that the IMS Income program has been able to achieve. We invite you to explore our investment methods and review the impressive gains a conservative strategy can deliver.

financial advisor
A Quick Look @ Our Company:

Interfund Management Services

More than $17M Under Management as of 8/2020

Interfund Management Services, Inc. (IMS) is a Registered Investment Advisory firm in the state of Washington.

4

Registered Advisors

73

Client Accounts

1994

In Business Since

Unfortunately,

There are risks that come with most traditional investments.

The near collapse of the world’s financial system in 2008 exposed substantial risk in a broad range of investments, including conservative investments. Our investment programs are supported by automated technologies which help us react quickly to changing market conditions. Our main priority is to avoid unnecessary declines in value.

Our strategies essentially offer our clients reduced risk:

The Strategies:

Option #1

IMS INCOME

Low to Moderate Risk

IMS Income features remarkably low risk compared to its generous returns.

IMS Income Program

IMS Income alternates holdings between high-yield bond mutual funds and the money market. The cash position is only utilized during troubled market conditions.

Option #2

IMS GROWTH

Moderate to High Risk

IMS Growth adjusts investments to reduce the impact of bear markets.

IMS Growth Program

IMS Growth invests in a managed portfolio of up to 15 growth mutual funds. The IMS Growth cash position varies between one percent of the portfolio, to as high as 50%.

Client Reviews

Recent Client Testimonials:

testimonails

Jerry Black

- Author, Public Speaker

John and IMS have always been there to ensure that I understand what we're discussing and provides us with suggestions & advice. He also gives multiple opportunities for questions and clarification when we meet. As an educator I really appreciate this approach. John and his team always respond in a timely and effective manner to my calls and emails. If you are looking for a financial advisor I highly recommend Interfund Management Services without reservation.

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Heather James

- CEO of Smith Inc.

Extremely knowledgeable, trustworthy, proactive, responsive, and dedicated to doing what's best for his clients. I have been a client of IMS for many years and recommend them to others without reservation. They take time to understand my individual circumstances and work with me to ensure that I am on track to achieve my financial goals. We really appreciate having this option to invest with a conservative portfolio strategy as we don't like the volatile nature of the programs that many other financial advisors offer.

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Hours of Operation:

MON – FRI: 9:00 AM – 5:00 PM

Interfund Management Services, Inc. (IMS) is a Registered Investment Advisory firm in the state of Washington, located at 109 S Grady Ct, Spokane Valley WA 99016. Interfund Mangement Services, Inc. is in compliance with current registration and /or filing notice requirements imposed upon Washington State Registered Investment Advisers. Interfund Management Services, Inc. may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements