Main Slider Background Conservative Wealth
Management
IMS Growth Offering defensive investment management since 1994 IMS Income $68.12
$314.74

The

Income Program

May 5, 2021 |  $68.12

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

May 5, 2021 |  $314.74

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.

A Quick Look @ Our Company:

Interfund Management Services

More than $17M Under Management as of 9/2020

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

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 that 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

Option #1

IMS INCOME

Low to Moderate Risk

IMS Income

Generous Returns w/ Minimal Risk

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

Option #2

IMS GROWTH

Moderate to High Risk

IMS Growth

Adjusted to Reduce Impact of Bear Markets

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%.

Interfund Management Services (IMS)

Recent Client Testimonials:

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Kathleen Monroe

Retired Orchard Manager

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.

#1 003 (2)

Bernie Schell

Retired Owner, PAK it RITE

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.

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Karla Frey

Retired Pharmacist

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

    Interfund Management Services, Inc. (IMS Advisor) is a Registered Investment Advisory firm in the state of Washington, CRD #0116103, located at 109 S Grady Ct, 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.