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ABOUT US

For more than 25 years, ICON has taken a disciplined, objective, and non-emotional approach to the way we manage money. In 1986, Dr. Craig Callahan founded ICON with the belief that emotions do not belong in investing. By taking the emotion out of investing, Dr. Callahan believes that ICON can properly determine the intrinsic value of each company in our investment universe.

Today, ICON offers a wide range of investment solutions including mutual funds (sector, international, diversified, and fixed income), Tactical Allocation Portfolios and Strategy Based Investment Portfolios. All of these investment solutions employ ICON’s disciplined investment methodology, created by Dr. Callahan to modernize Benjamin Graham’s original valuation model.


Putting Investors First
When you invest in an ICON portfolio, you are hiring a firm that adheres to the most stringent standards of regulatory compliance, performance reporting, and portfolio review. Learn more about ICON's Corporate Codes & Policies.

Check the background of ICON's investment professionals on FINRA's BrokerCheck.
 
Keeping Your Investments Safe & Private 
 
ICON has many procedures in place to protect the privacy of your investments and to ensure that they are protected in the event of a business disruption. Read ICON's Business Continuity Plan

One Disciplined System Since 1986
  • Contact us to obtain more information on any of ICON's products.

ICON'S HISTORY

  • Launched ICON’s first managed portfolio products using non-proprietary mutual funds in 1986
  • Located in Greenwood Village, Colorado
  • In 1997, launched nine sector and three international mutual funds
  • In 2002, launched three diversified funds and a fixed income fund
  • Focused access to the 10 market sectors and more than 150 industries identified in S&P’s Global Industry Classification Standard (or GICS®)

MORE ABOUT ICON


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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.

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.


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CONTACT ICON | 1-800-828-4881 | info@InvestwithICON.com     LOCATION | 5299 DTC Boulevard, 12th Floor | Greenwood Village, CO 80111

© 2016 ICON AdvisersSM All rights reserved.