IMS Capital Management is a trusted wealth manager for successful individuals, families, small businesses, and nonprofit organizations. As an independent, fee only, registered investment advisor we provide a range of comprehensive portfolio management and financial planning services. As a fiduciary, we act in our clients' best interests to develop customized solutions.
Based in Portland, Oregon for more than 30 years, we are authentically Northwest in our approach to building long-term personal relationships. We look forward to coming alongside you on the journey to financial success! Money is often a hush-hush subject that some people find more personal than their personal business.
Based in Portland, Oregon for more than 30 years, we are authentically Northwest in our approach to building long-term personal relationships. We look forward to coming alongside you on the journey to financial success! Money is often a hush-hush subject that some people find more personal than their personal business.
Services
We are very transparent with our clients and speak in simple terms. We don't have product requirements or compensation arrangements that prohibit us from doing our very best with managing your wealth. You have peace of mind knowing we are doing our job of watching your money while you are out enjoying life.
We may not always have a job posted, but we are always looking to add new employees who are driven to meet the needs of our clients. Are You Interested in Selling Your Masterpiece or Partnering with An Independent RIA That Is Relentless About Putting The Clients' Interests First? As an advisor, at the end of a career, your wealth management business is your masterpiece.
Our office is located in Portland, OR and we proudly serve and meet with our clients throughout the Pacific Northwest. For those outside our area, we are blessed to live in a day and age of technology which allows phone or digital conferencing as well as document scanning. If you are not afraid of long distance, and are comfortable building a relationship via technology, please reach out to our team.
Being "successful" goes so much deeper than just dollars in the bank. Our process is designed with You in mind. We help you design a family culture of communication, preparation, and alignment that supports your vision, aspirations, and furthers your legacy. We enable you to have more freedom and time to devote to life's more important titles like Mom, Dad, Grandma, Community Volunteer, CEO, Globe Trotter, Fishing Bum, Snow Bird and more.
Your company values a retirement plan developed with straightforward solutions to protect your business and empower your employees. The strength of your business is connected to the health and wellbeing of your employees. We have all seen the disappointing stats and read the sad headlines that the vast majority of employees are not ready for nor prepared for retirement.
Reviews (2)
Jennifer Kem
Sep 11, 2018
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Barbara Elliott
Nov 02, 2015
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IMS Capital Management has done a great job with my money for over 20 years,
They are very good about explaining things and giving the investor choices based on their
own level of acceptable risk. We also got a detailed plan for living in retirement based on
our current conditions.
The Office people answer the phone quickly and are always polite. I highly recommend this company.
They are very good about explaining things and giving the investor choices based on their
own level of acceptable risk. We also got a detailed plan for living in retirement based on
our current conditions.
The Office people answer the phone quickly and are always polite. I highly recommend this company.
