A complete list of active advisors currently associated with Ims Capital Management

Warmer can help you find a great advisor at Ims Capital Management or one who fits your needs even better.

IMS Capital Management advises a mix of individuals (including high-net-worth clients), pension and profit‑sharing plans, charitable organizations, insurance companies, investment companies, and other business entities. The firm provides financial planning, portfolio and wealth management, pension consulting, and also offers educational seminars/workshops and newsletter/periodical publications. IMS implements a value‑tilted, research-driven investment process that combines fundamental analysis, cyclical analysis, quantitative tools and proprietary scoring models to construct equity, income and allocation portfolios. Its strategies are delivered through three mutual‑fund strategies (the IMS Funds) and separately managed accounts, and some separately managed accounts may employ options, borrowing (margin) or other leverage as part of their implementation. IMS is in the process of being integrated into Pinnacle Wealth Advisors, with certain personnel dually registered during an interim migration period, reflecting an uncommon affiliation structure for a team firm. The firm’s role as adviser and sponsor of the IMS mutual funds, its explicit service to investment company and insurance clients, and its regular production of periodicals and educational programs are all features that distinguish it from many peers.

To learn more about the advisors currently working at Ims Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.