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Allocation Portfolios
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Documents for opening an account, requesting a transfer or distribution, or
making account maintenance changes.
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Client brochures, performance reports, quarterly fact sheets, and GIPS reports.
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Mutual Funds
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Documents for opening an account.
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Prospectuses, annual and semiannual reports, and fund fact sheets.
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Sales Tools
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Presentations, hypothetical calculator, article reprints.
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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.
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.
ICON DistributorsSM, Distributor
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 More of what ICON can offer 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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| Investment Checks |
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Remember to have investment checks made payable to the appropriate account custodian. Checks made payable to ICON will be returned, as we cannot endorse them over to the custodian. Cashier’s checks, third-party checks, and starter checks are no longer accepted due to anti-money laundering requirements.
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| Mailing Address for Account Paperwork |
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| To avoid delays, please mail all paperwork relating to your client's ICON accounts directly to the ICON Operations Department at 5299 DTC Boulevard, 12th Floor, Greenwood Village, Colorado 80111. Although the custodian's documents provide their address, we can better serve you if all paperwork is delivered to ICON, including documents being submitted for existing accounts. |
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