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Get the Information You Need |
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Seeking Industry Leadership through Investments in Common
Stocks
ICON’s high-net-worth account invests in common stocks that are concentrated in
industries and sectors favored by our valuation system. To learn more about how ICON’s high-net-worth account may be suitable for your clientele,
click here.
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View High-Net-Worth Account Performance
Get up-to-date performance returns for the ICON high-net-worth account.
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Help with your Sales Effort
Your busy practice could benefit from ICON’s innovative sales tools. To
increase your sales, click here to put our ideas to work.
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Get Account Documents and Client Materials
If you need to order sales materials for your office, obtain paperwork to open
an account, take care of account changes, or view other documents, we make it
easy.
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Institutional Account
ICON’s Multi Cap Domestic Core Equity Portfolio (“DCE”) is an institutional account
that seeks long-term capital appreciation for institutional clients by
investing primarily in common stocks. The DCE Portfolio requires a minimum
investment of $5 million. For more information, go to
Domestic Core Equity Portfolio.
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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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The performance data shown represents past performance and current performance may be higher or lower. Past performance does not guarantee future results.
Investment return and principal value will fluctuate and shares, when redeemed, may be worth more or less than their original cost.
Performance results represent past performance, and current performance may be higher or lower.
Please click here for performance results current to the most recent month-end.
The Summit Portfolio seeks capital appreciation through common stock investments in selected industries and sectors utilizing a sector allocation strategy.
The Institutional Domestic Core Equity Portfolio seeks capital appreciation through U.S. common stock investments in selected industries and sectors utilizing a value-based sector allocation strategy.
There are risks associated with Mid Cap investing such as less liquidity, limited product lines, and small market share.
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