Username:
 Password:
 Sign-In
Log-in Here | Open An Account | Contact Us | Contact ICON’s Sales Team
Print Image Print Page

 
All completed Mutual Fund Allocation Portfolio, High-Net-Worth and Separtely Managed Account forms and required documents should be sent to:

ICON Advisers, Inc.
Attn: Operations Department
5299 DTC Boulevard,
12th Floor
Greenwood Village, CO 80111

If opening an account to be custodied at Charles Schwab, please contact us at 1-800-828-4881 for additional instructions.

Allocation Portfolio Literature

Below you’ll find monthly performance reports, quarterly fact sheets, brochures and other important material. We can be reached at 1-800-828-4881 if you need assistance. If you order printed materials, they will arrive in two to four business days.

Don’t have Adobe Acrobat Reader? Download it now so you can access PDFs of all of our materials.


All Allocation Portfolios Order
Form ADV
Inflation Following a Recession
List/Description of ICON Composites
Markets Have Themes
Monthly Performance Report
Summary of Composite Performance
The New Deal - Again?
Was That a Crash?

U.S. Conservative Portfolio Order
GIPS Report
Quarterly Fact Sheet

U.S. Growth Portfolio Order
GIPS Report
Quarterly Fact Sheet

U.S. Moderate Portfolio Order
GIPS Report
Quarterly Fact Sheet

International Growth Portfolio Order
GIPS Report
Quarterly Fact Sheet

Global Conservative Portfolio Order
GIPS Report
Quarterly Fact Sheet

Global Growth Portfolio Order
GIPS Report
Quarterly Fact Sheet

Global Moderate Portfolio Order
GIPS Report
Quarterly Fact Sheet

† Effective January 3, 2011, Tactical Portfolio was renamed U.S. Growth Portfolio; Balanced Portfolio was renamed U.S. Moderate Portfolio; Income/Equity Portfolio was renamed U.S. Conservative Portfolio; International Portfolio was renamed International Growth Portfolio; Frontier Growth Portfolio was renamed Global Growth Portfolio; Frontier Moderate Portfolio was renamed Global Moderate Portfolio; and Frontier Conservative Portfolio was renamed Global Conservative Portfolio.

Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. There is no assurance that the investment process will consistently lead to successful results.

Please click here for the most recent copy of ICON's Form ADV, Part 2.

Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus, summary prospectus and the statement of additional information contain this and other information about the Funds; please read the prospectus, summary prospectus and the statement of additional information carefully before investing. ICON DistributorsSM, distributor


ICON Funds are offered only to U.S. citizens or residents of the U.S., and the information on this Website is intended only for such persons. Nothing on this Website should be considered a solicitation to buy or an offer to sell shares of any ICON Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.