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Innovative Market Trends currently manages over $50 million in assets for individuals, corporations, pensions, trusts, estates, charitable organizations, and other institutional clients.

Innovative Market Trends utilizes the Fiserv Investment Support Services program (formerly Datalynx) to provide automated custodial and transaction services for client accounts.

Fiserv-ISS affords IMT the flexibility to select from over 3,000 available mutual fund portfolios, many of which are no-load funds. Our clients generally do not pay transaction fees to purchase, redeem, or switch from one fund to another, even if not within the same mutual fund family.

Go to www.fiserviss.com.

Non-Deposit Investment Products are not FDIC insured. There is no bank guarantee and the investment may lose value.



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