Defensive Investment Management
IMS developed two defensive investment programs starting in 1997.
IMS Growth, described below, is the higher risk option.
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.
IMS Growth accounts are invested in twelve or more mutual funds that have an objective of aggressive growth.