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Building Wealth Wisely | IMS Capital Management, Inc.

Value is our expertise. We know how to find undervalued companies that are likely to outperform. Our proven research methods apply a variety of value and momentum factors to produce what most investors are looking for: superior, risk-adjusted, after-tax returns. We know the importance of having our client’s money in the right place at the right time. We deliver value in the investments we choose and in the results we achieve. To learn more, simply explore our site and discover the strength of our process, o

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IMS Capital Management

Carl Marker

8995 ●●●●●ty Rd

Happ●●●●lley , Oregon, 97086

United States

1.50●●●●4200

ma●●●●@imscapital.com

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IMS Capital Management

Carl Marker

8995 ●●●●●ty Rd

Happ●●●●lley , Oregon, 97086

United States

1.50●●●●4200

ma●●@imscapital.com

View this contact

IMS Capital Management

Carl Marker

8995 ●●●●●ty Rd

Happ●●●●lley , Oregon, 97086

United States

1.50●●●●4200

br●●●●●@imscapital.com

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Building Wealth Wisely | IMS Capital Management, Inc. | imsfunds.com Reviews

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Value is our expertise. We know how to find undervalued companies that are likely to outperform. Our proven research methods apply a variety of value and momentum factors to produce what most investors are looking for: superior, risk-adjusted, after-tax returns. We know the importance of having our client’s money in the right place at the right time. We deliver value in the investments we choose and in the results we achieve. To learn more, simply explore our site and discover the strength of our process, o

<META> KEYWORDS

1 ims funds

2 capital value fund

3 dividend growth fund

4 strategic income fund

5 staff

6 resources

7 forms

8 td ameritrade retail

9 td ameritrade institutional

10 fidelity

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ims funds,capital value fund,dividend growth fund,strategic income fund,staff,resources,forms,td ameritrade retail,td ameritrade institutional,fidelity,fund,price,change,chng

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Building Wealth Wisely | IMS Capital Management, Inc. | imsfunds.com Reviews

https://imsfunds.com

Value is our expertise. We know how to find undervalued companies that are likely to outperform. Our proven research methods apply a variety of value and momentum factors to produce what most investors are looking for: superior, risk-adjusted, after-tax returns. We know the importance of having our client’s money in the right place at the right time. We deliver value in the investments we choose and in the results we achieve. To learn more, simply explore our site and discover the strength of our process, o

INTERNAL PAGES

imsfunds.com

1

About

http://www.imsfunds.com/about

News & Views. IMS Shareholder Account Access. To deliver exceptional client service, outstanding investment counsel and superior investment returns. At IMS, we focus on value investing. After helping clients clarify their investment objectives and risk tolerance, we implement investment strategies that are both appropriate and effective in terms of meeting each clients investment goals. The IMS Capital Management Team. Advisor to: IMS Family of Funds 8995 SE Otty Road Portland, Oregon 97086 (503) 788-4200.

2

Performance Update

http://www.imsfunds.com/funds

News & Views. IMS Shareholder Account Access. IMS Family of Funds. As of August 26, 2016. IMS Family of Funds. As of July 31, 2016. Average Annual Total Returns. IMS Family of Funds. As of June 30, 2016. Average Annual Total Returns. Expense Ratio as of Oct 30th, 2015 Prospectus. The Funds are also available at Fidelity, Schwab OneSource (IMS Capital Value Fund and IMS Strategic Income Funds), TD, Ameritrade and many other mutual fund platforms. 2015 IMS Capital Management.

3

Resources

http://www.imsfunds.com/resources

News & Views. IMS Shareholder Account Access. Annual and Semi-Annual Reports. Annual Report June 30 2015. Semi-Annual Report December 31 2015. Final IMS Prospectus October 30, 2015. Statement of Additional Information (SAI). Final IMS SAI October 30, 2015. IMS XBRL October 30, 2015. IMSIX IRS Form 8937. Advisor to: IMS Family of Funds 8995 SE Otty Road Portland, Oregon 97086 (503) 788-4200. 2015 IMS Capital Management.

4

Staff

http://www.imsfunds.com/staff

News & Views. IMS Shareholder Account Access. Carl W. Marker Principal. Donald A. Shute, CFA. Chris Magaña, Principal. Manisha Thakkar, CFA. Manisha Thakkar is a senior equity research analyst at IMS Capital Management. She has over 23 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. Ms Thomson is responsi...

5

Capital Value Fund

http://www.imsfunds.com/funds/capital-value-fund

News & Views. IMS Shareholder Account Access. This diversified equity fund typically holds the stocks of 40-60 companies. The fund has been designed to provide solid investment returns with lower risk through the ownership of undervalued stocks. A Diversified U.S. Stock Fund. 400 million as of 12/31/2015. 174% as of June 30, 2016. August 5, 1996. Carl W. Marker, 49. Since 1988 (25 years). Average Annual Total Returns For Periods Ending. June 30, 2016. 2015 IMS Capital Management.

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News & Views. IMS Shareholder Account Access. Performance as of March 29, 2018. IMS Dividend Growth Fund. IMS Capital Value Fund. IMS Strategic Income Fund. Click here for full performance information. Welcome to IMS Capital Management. Advisor to: IMS Family of Funds 8995 SE Otty Road Portland, Oregon 97086 (503) 788-4200. 2015 IMS Capital Management.

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