Management
Interfund Management Services
More than $19M Under Management as of 4/2022
Interfund Management Services, Inc. (IMS) is a Registered Investment Advisory firm in the state of Washington. Also known as: IMS Advisor and IMS Wealth Management.
Registered Advisors
Client Accounts
In Business Since
The
Income Program
Initial Account Unit Value
Oct 27, 1997 | $10.00 ⇒ Aug 3, 2022 | $68.25
The strategy behind IMS Income was devised late in 1997 to compete directly with traditional conservative investments.
The goal was to develop a unique approach. Popular conservative investments lack the upside potential IMS Income has been able to achieve.
We invite you to review the chart that illustrates the impressive gains a conservative program can deliver.
The
Growth Program
Initial Account Unit Value
Jan 22, 1997 | $60.90 ⇒ Aug 3, 2022 | $301.62
The strategy behind IMS Growth was devised early in 1997 to compete with the stock market as represented by the S&P 500 Stock Market Index.
Most stock market investment strategies lack the defensive potential achieved by the IMS Growth program.
We invite you to review the chart of an investment strategy that emphasizes the reduced risk a growth program can offer.
There are risks that come with most traditional investments.
Our strategies essentially offer our clients reduced risk
Option #1
IMS INCOME
Option #2
IMS GROWTH
Recent Client Testimonials:
John has been handling our investments for several years. He has shown true dedication to us as clients. As my husband has just recently passed away, he has assisted me in getting some of his benefits transferred into IRA’s under our portfolio with him. I feel he is very honest, trustworthy and knowledgeable. John has taken the time to make sure things are done in my best interest.
Since 2007, I have enjoyed a steady increase in my IMS Income account. I appreciate the defensive strategy IMS Income Program uses to minimize the risk most investments have in this volatile market. My IMS account also allows me to use the IRA Charitable Rollover to minimize my income from the annual Required Minimum Distribution I must deal with each year. Thank you IMS team for your commitment to my healthy financial future.
I have had my IRA invested in the IMS Income program since early 2010 and am delighted to see the continual growth of my account despite the large yearly Required Minimum Distribution for my age. The defensive approach for managing the portfolio is a true winner and a great comfort for this 83 year old lady.
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Hours of Operation:
MON – FRI: 9:00 AM – 5:00 PM
Call Now: (206) 390-0067
Interfund Management Services, Inc. (IMS Advisor) is a Registered Investment Advisory firm in the state of Washington, CRD #0116103, located at 19106 E Sprague, Unit G4, Spokane Valley WA 99016. Interfund Management Services, Inc. is in compliance with current registration and /or the filing notice requirements for 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.