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High-Net-Worth Account

Seeking Industry Leadership through Investments in Common Stocks

ICON’s high-net-worth account, the Summit Portfolio, invests in common stocks that are concentrated in industries and sectors favored by our unique valuation system. Is ICON’s high-net-worth account suitable for your clientele? Explore the details of our Summit Portfolio.
Summit Portfolio

Get the Latest on Summit Portfolio

We provide you with up-to-date performance returns for this high-net-worth account and details about its current positioning.
Performance
Portfollio Update

We Support Your Sales Efforts

Your busy practice could benefit from ICON's sales tools—download approved presentations that can be shared with your clients, request a seminar, or replay ICON's latest quarterly webcast.
Sales Tools


Account Documents and Client Materials

ICON makes it easy to manage your growing practice. Simply visit our website when it's convenient for you—order sales materials for your office, obtain paperwork to open an account, process account changes, or view important documents (Form ADV and management agreements).
Open a High-Net-Worth Account
High-Net-Worth Account Forms
High-Net-Worth Literature

Another Investment Product to Examine

ICON offers a multi-cap Domestic Core Equity Portfolio (DCE) 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.
Investments in separately managed accounts, like all investments, involve certain risks, including the risk of loss of principal, which will vary depending on the securities selected. Managed accounts are subject to other risks including, but not limited to the risk of a concentration in sectors, industries, asset classes, or geographic regions. Investors may find there are fewer managed accounts focused on certain asset classes, limiting one’s ability to gain access to those classes. Investors without significant assets to invest may find it difficult to achieve broad diversification within a portfolio, and this could result in a concentrated, non-diversified portfolio. Managed accounts may not be suitable for all investors.

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.

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.

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

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.