Important Disclosure Information

IMS Capital Management, Inc. (“IMS Capital”) is an SEC-registered investment advisor located in Portland, Oregon. IMS Capital is not affiliated with Facebook, Twitter, LinkedIn, YouTube or other social media websites and we have no control over how third-party sites use the information you share. Please remember that you should never communicate any personal or account information through social media, and it is important to familiarize yourself with their respective privacy and security policies.

IMS Capital and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisors by those states in which IMS Capital maintains clients. IMS Capital may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Please realize that this website is provided for informational purposes only, and should not be construed as a solicitation to buy or sell a security or the delivery of personalized investment advice. Any subsequent, direct communication by IMS Capital with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of IMS Capital, please contact the SEC or the state securities regulators for those states in which IMS Capital maintains a notice filing. A copy of IMS Capital’s current written disclosure statement discussing IMS Capital’s business operations, services, and fees is available from IMS Capital upon written request.

IMS Capital does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to IMS Capital website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by IMS Capital), will be profitable or equal any historical performance level(s). Past performance is not an indicator of future results.

External Links 

This website may contain links to third-party websites. These links are provided solely as a convenience to you and does not imply an affiliation, sponsorship, endorsement, approval, investigation, verification, or monitoring by IMS Capital of the contents on such third-party websites. IMS Capital is not responsible for the content of any website owned by a third party that may be linked to this website regardless of whether the link is provided by IMS Capital or a third party. IMS Capital does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website. If you decide to access linked third-party websites, you do so at your own risk. Furthermore, no representation or warranty is provided for any software that you may download from a link from this website.


Certain portions of IMS Capital’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, IMS Capital (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. In addition, the website may contain information from unaffiliated third parties. Information is believed to be accurate as of the date provided, however, due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from IMS Capital, or from any other investment professional. IMS Capital is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.

Rankings & Awards

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee of expertise or that he/she will experience a certain level of results if IMS Capital is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of IMS Capital by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.

Interactive Software on Website

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to IMS Capital’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from IMS Capital, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to IMS Capital’s website, to release and hold harmless IMS Capital, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from IMS Capital.

Due Diligence Starter Kit:

Investment Adviser Public Disclosure (IAPD)

BrokerCheck by FINRA

State of Oregon Securities and Investment

8995 SE Otty Road
Portland, OR 97086

Phone: 503.788.4200
Fax: 503.788.4100

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