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ICON Advisers, Inc. (“ICON”) is a registered investment adviser established in 1991 and was founded in 1986 by a predecessor entity of Dr. Callahan. ICON’s disciplined, quantitative investment system utilizes sector and industry rotation to invest in U.S. and foreign securities of any market capitalization. ICON offers its disciplined, quantitative investment system across a wide range of portfolio solutions, including mutual fund allocation portfolios, diversified and sector mutual funds, as well as diversified and concentrated high-net-worth accounts.
ICON has prepared and presented this report in compliance with Global Investment Performance Standards (GIPS®). GIPS® has not been involved with or reviewed ICON’s claim of compliance. ICON has been verified from January 1, 2005 through December 31, 2006 by an independent verifier. In addition, ICON AdvisersSM has been verified for the periods from January 1, 1995 through December 31, 2006 by the independent verifier. The periods prior to January 1, 1995 have not been verified. A copy of the independent verifier’s report is available upon request. To receive a complete list and description of ICON’s composites and/or a presentation that adheres to the GIPS® standards, please call 1-800-828-4881 or visit www.iconadvisers.com. Additional information regarding ICON’s policies for calculating and reporting returns is available upon request. Returns are calculated in U.S. dollars. The Portfolios do not utilize leverage or derivatives, although ICON may invest in mutual funds that utilize these tactics.
This verification illustrates ICON's commitment to fair representation and full
disclosure, as well as consistency and comparability of investment management
performance. It also represents our focus on helping investors, particularly
institutional clients, to make valid performance comparisons.
To receive a complete list and description of ICON’s composites and/or a
presentation that adheres to the GIPS-PPS, click below.
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 More of what ICON can offer you |
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| One System, Numerous Investment Opportunities |
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| Assets for all ICON’s investment options are managed by ICON’s system, which is implemented by a professional, experienced investment team. |
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| ICON is a Corporate FPA Member |
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| ICON supports the Financial Planning Association as a Resource Partner. We may be coming to a chapter meeting near you. |
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| Internal Sales Support |
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| 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. |
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| ICON in the News |
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| The financial news media has taken notice of ICON. Read more in articles from investment publications. |
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| Sales Assistance When You Need It |
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| When you need a client presentation or help with a seminar, ICON has the tools you need. |
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