Slider Background Investment Strategies IMS = Conservative Watch a Quick Video

Defensive Investment Management

IMS developed two defensive investment programs starting in 1997. The IMS Income program can be invested up to 100% in the money market and the IMS Growth program can be invested up to 50% in the money market.

INCOME

We Use a "No-Load" Mutual-Fund Portfolio

Our firm does not offer any other type of investment services.

GROWTH

Designed to Compete w/ the S&P 500 Index

Over full market cycles, but with reduced volatility. Please see the performance charts which denote the bear market years in 2000, 2001, 2002 and 2008.

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High-Yield Mutual Funds, Money-Market

IMS Income specifically is designed to compete with conservative investments, such as certificates of deposit, short-term bonds and the money market.

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We're Able to Offer both a Lower-Risk & Higher-Risk Option

These are complimentary strategies for those clients who invest their age, as a percentage, in IMS Income (lower risk) and the balance in IMS Growth (higher risk).

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Competitive with COD's, Short-Term Bonds, Money Market

IMS ranks the recent performance of approximately 100 mutual funds. A relative strength analysis is used to select the ideal funds for our portfolio.

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We Work w/ Equity Advisor Solutions

Equity Advisor Solutions provides custody, technology, and back-office solutions for registered investment advisors, broker-dealers and financial institutions.

Income Investment Strategy

IMS INCOME

IMS Income client accounts are invested in several high-yield mutual funds or, alternatively, 100% in the money market for defensive purposes. IMS Income is designed to compete with conservative investments, such as certificates of deposit, short-term bonds and the money market.

IMS Income Comparative Performance
Portfolio Strategy

IMS GROWTH

IMS Growth client accounts are invested in twelve or more mutual funds that have an objective of growth or aggressive growth. The strategy can be invested up to 50% in the money market for defensive purposes. IMS Growth is designed to compete with the S&P 500 Stock Index over full market cycles, but with a reduced volatility. Note the comparative performances below for the bear market years 2000, 2001, 2002 and 2008.

IMS Growth Comparative Performance
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