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IMS Capital Management
IMS Capital Management is a trusted wealth manager for successful individuals, families, small businesses, and nonprofit organizations. As an independent, fee...
IMS Capital Management
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 it provides comprehensive portfolio management and financial planning services. As a fiduciary, it acts in clients' best interests to develop customized solutions. It is based in Portland, Oregon and has been building wealth wisely for more than three decades.
General information
Firm type
Asset Manager
Year founded
1994
Location
Region
North America
Country
United States
City
Clackamas
Corporate office
Seattle, WA, United States
Principals
Robert J. Grabhorn
President and Chief Investment Officer
Michael J. Grabhorn
Chief Operating Officer
Sector focus
Frequently asked questions
Who runs investment decisions at IMS Capital Management?
Robert J. Grabholm is President and Chief Investment Officer, overseeing all investment decisions. Michael J. Grabhorn serves as Chief Operating Officer.
What investment vehicles does IMS Capital Management use?
The firm manages the IMS Strategic Value Fund, a public mutual fund, alongside direct private equity and real asset allocations. This hybrid structure allows both liquid and illiquid strategies.
Does IMS Capital Management invest in public equities or only private deals?
The firm does both. Its public equity holdings are concentrated in small and mid-cap value stocks, while it also allocates to private equity and real assets.
What is the geographic focus of IMS Capital Management?
The firm's investment focus is predominantly North America, with a concentration in US-based companies.
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