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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 our commitment to fair representation and full disclosure, as well as consistency and comparability of investment management performance and represents ICON’s commitment to helping investors, particularly institutional clients, to make valid performance comparisons. GIPS has not been involved with or review ICON’s claim of compliance.
For a complete list and description of ICON’s composites, and/or a presentation that adheres to the GIPS, click below.
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 More of what ICON can offer you |
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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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| Sign Up to Receive E-mails |
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| Receive market commentary and portfolio updates via e-mail. |
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| Reach the Pinnacle |
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| The ICON Pinnacle Club recognizes those representatives who have demonstrated a commitment to and interest in our products. The invitation-only Pinnacle Club provides certain benefits and privileges to members. |
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| View Client Accounts |
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| Access details about your client accounts, including account registration names, transaction history, portfolio composition, and assets, all as of the last business day’s close. |
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