Interfund Management Services, Inc. (IMS)
Interfund Management Services (IMS) is a Washington State investment advisor located in Spokane Valley, WA. Client accounts are held at Equity Trust Company, the custodian, Westlake, OH.
IMS manages two investment strategies that were developed during 1997: an income strategy and a growth strategy.
Review our website and the IMS Brochure dated December 31, 2020 for more detailed descriptions of IMS and the investment strategies managed by IMS.
The brothers John & Ron Krehbiel established IMS in 1994. Ron retired to Tucson, Arizona in 2005. John is IMS President, and together with niece Jamie Low, manages the two mutual fund portfolios and the daily business operations.
Son-in-law Mark Adams obtained his securities license in 2014. The extended family is committed to continue both IMS investment strategies for decades to come.
Interfund Management Services, Inc. (IMS) is a Registered Investment Advisory firm in WA State.
John founded IMS in 1994 and serves as its President. Previously he was President of Krehbiel & Hubbard, Inc. (now Washington Capital Management), a firm he co-founded in 1980 to advise institutional accounts. After retiring in 1990, John obtained an exception to his non-compete agreement to create IMS to serve smaller non-institutional accounts.
Jamie joined IMS as a part-time employee in 2003 while her four children were pre-school age. Over fifteen years later, her responsibilities at IMS have steadily increased. She is now securities licensed and executes the firm’s two trading programs, manages IMS website development, and is John’s backup with respect to all IMS business functions.
Verlin has served as the marketing manager of the Northwest region of AFTCO since the 1980’s. AFTCO is a national firm that arranges the transition of dental practices. A decades long friend of John, Verlin has encouraged several investors to become IMS clients. He is securities licensed and has recently become the lead IMS marketing representative.
We'll handle the heavy lifting and provide you with regular reporting on portfolio performance.
- Risk Tolerance Guidance
- Professionally Managed Investments
- 24/7 Support is a Call or Email Away
- Balance Between Low-Risk & High-Risk
IMS Income Program
Facts and Figures
Commenced Operations: October 27, 1997
IMS Growth Program
Facts and Figures
Commenced Operations: January 22, 1997