Defensive Investment Management
IMS developed two defensive investment programs starting in 1997.
IMS Income, described below, is the lower risk option.
Competes with CDs, Short-term Bonds, and the Money Market
IMS Income invests in a portfolio of five high-yield mutual funds or defensively 100% in the money market to reduce risk. This combination allows the program to identify with low risk investment options.
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.
The IMS Income program can be invested up to 100% in high-yield bond mutual funds, or up to 100% in the money market for defensive purposes.