IMS Capital Management is a trusted wealth management firm based in Portland, Oregon, with over 30 years of experience in helping successful individuals, families, small businesses, and nonprofit organizations build wealth wisely. As an independent, fee-only registered investment advisor, they offer comprehensive portfolio management and financial planning services, acting as fiduciaries to develop customized solutions that prioritize their clients' best interests.
With an authentically Northwest approach, IMS Capital Management values long-term personal relationships and aims to create a comfortable environment for clients to share their financial aspirations and challenges. Their team, led by CEO and Founder Carl Marker, is dedicated to guiding clients on their journey to financial success, emphasizing the importance of collaboration and partnership in achieving long-term goals.
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