Defensive Investment Management

IMS developed two defensive investment programs starting in 1997.
IMS Growth, described below, is the higher risk option.

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Competes with the S&P 500 Index

IMS Growth invests in twelve or more growth mutual funds and can invest up to 50% defensively in the money market. As illustrated by the chart, this has the effect of reducing risk over full stock market cycles.

We Work with Equity Advisor Solutions

Equity Advisor Solutions interfaces with Equity Trust Company, custodian, and the Orion investment platform to provide one of the highest levels of back-office solutions available.

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We Use "No-Load" Mutual-Fund Portfolios

Our firm invests client assets in portfolios of no-load mutual funds to keep trading costs to a minimum.

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We Also Offer IMS Income, a lower-risk option

IMS Income’s low risk profile is available to complement IMS Growth’s high risk profile.

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Our Background

Our programs have operated for over 22 years. We specialize in mutual fund analysis.

Portfolio Strategy

IMS GROWTH

IMS Growth accounts are invested in twelve or more mutual funds that have an objective of aggressive growth.

IMS Growth

Account Unit Values

June 22, 2022 | $287.04

12/31/21 $346.31
12/31/20 $294.09
12/31/19 $241.74
12/31/18 $191.20
12/31/17 $205.72
12/31/16 $177.64
12/31/15 $167.31
12/31/14 $165.43
12/31/13 $160.50
12/31/12 $135.07
12/31/11 $132.09
12/31/10 $138.92
12/31/09 $129.55
12/31/08 $99.66
12/31/07 $136.11
12/31/06 $126.52
12/31/05 $112.02
12/31/04 $108.12
12/31/03 $102.25
12/31/02 $82.81
12/31/01 $92.25
12/31/00 $92.75
12/31/99 $81.61
12/31/98 $76.11
12/31/97 $68.61
01/22/97 $60.90

INTERFUND MANAGEMENT SERVICES INC.