 |
|
|
|
|
|
Who We Are
ICON Advisers, Inc. is a registered investment adviser that offers its
disciplined,
quantitative investment system, across a wide range of portfolio
solutions, including mutual fund
allocation portfolios, diversified and sector-based
mutual funds, as well as concentrated and diversified separate
accounts. Other ICON highlights include:
-
Founded in 1986*
-
Adviser to the ICON Funds, launched in 1997
-
$4.6 billion in total assets under management as of March 31, 2008**
-
Targeted access to nine market sectors and 147† industries
-
Multi Cap strategy with diversification among growth and value stocks of all
market capitalizations
-
Strict management discipline designed to remove the emotion from investing
-
Experienced
management team conducting independent quantitative research
Encompassing diversified equity, domestic sector, international equity, and
domestic fixed income, ICON’s product line has grown to meet the changing needs
of today’s investors. Available through financial intermediaries since the
company’s incorporation in 1991, the launch of the ICON Funds in 1997, and
subsequent fund launches in 2000 and 2002, have given the firm a strong
presence in the retail channel.
For additional information about ICON Advisers, review our
Form ADV, Part II.
|
 |
|
 More of what ICON can offer you |
|
|
|
| One System, Numerous Investment Opportunities |
|
| Assets for all ICON’s investment options are managed by ICON’s system, which is implemented by a professional, experienced investment team. |
|
| ICON is a Corporate FPA Member |
|
| ICON supports the Financial Planning Association as a Resource Partner. We may be coming to a chapter meeting near you. |
|
|
| Internal Sales Support |
|
| The associates in ICON’s internal sales division are focused on providing sales and service support to financial advisers like you. Contact them today to learn more about the ICON investment system, review ICON’s products, or to order sales literature. |
|
|
| ICON in the News |
|
| The financial news media has taken notice of ICON. Read more in articles from investment publications. |
|
|
| Sales Assistance When You Need It |
|
| When you need a client presentation or help with a seminar, ICON has the tools you need. |
|
|
|
|
* The current company was incorporated in 1991.
**
As of March 31, 2008 ICON Advisers had $4.6 billion in total assets under management. Assets under management include mutual fund assets of approximately $3.0 billion and assets in mutual fund allocation portfolios and subadvisory relationships of approximately $1.4 billion that invest in and are already included in the ICON Funds' mutual fund assets. Total assets under management include mutual fund assets, assets in mutual fund allocation portfolios that invest in the ICON Funds, institutional accounts, and high-net-worth accounts.
Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus and the statement of additional information carefully before investing.
|
|
