Icon Advisers Inc

SYSTEMATIC INVESTING WITHOUT THE NOISE

Financial planner in Greenwood Village, CO (show on map)

ICON Advisers is a registered investment adviser in Greenwood Village, CO, offering a lineup of mutual funds and tactical allocation portfolios based on a proprietary valuation model.

Call (800) 828-4881

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About

ICON Advisers, Inc. is a registered investment adviser headquartered in Greenwood Village, Colorado, founded in 1986 by Dr. Craig Callahan.

The firm offers a disciplined, value-based investment methodology through a lineup of mutual funds, Tactical Allocation Portfolios (ITAPs), and Strategy-Based Investment Portfolios (SBIPs). ICON's approach uses a proprietary valuation model that focuses on projected earnings growth estimates and bond yields to determine whether securities are over- or underpriced. The firm serves individual investors, investment professionals, and institutional investors across the country.

Founded in 1986 with over 35 years of investment experience

Proprietary valuation model developed by Dr. Craig Callahan

Systematic, disciplined, non-emotional investing approach

Active, value-based investment firm

GIPS compliant

Services

Mutual Funds

Access to ICON's exclusive valuation model through a lineup of 17 mutual funds including sector funds, diversified equity funds, and fixed income funds.

Sector Funds Diversified Equity Funds Fixed Income Fund International Funds

Tactical Allocation Portfolios (ITAPs)

Portfolios utilizing ICON's tactical sector rotation system combining the power of proprietary funds for domestic, international, and global markets.

Domestic Portfolios International Portfolios Global Portfolios

Strategy Based Investing Portfolios (SBIPs)

Portfolios utilizing research founded in behavioral finance to provide access to top performing strategic funds.

Global Growth Portfolio Global Moderate Portfolio Global Conservative Portfolio

Account Access Services

Online account access for ITAP and Funds account management through various platforms including Equity Advisor Solutions (Orion).

Investor access Financial representative access Direct shareholder access

Credentials & Certifications

Registered Investment Adviser

Since 1991

GIPS Compliant

Frequently Asked Questions

What types of investment products does ICON Advisers offer? +

ICON offers 17 mutual funds, Tactical Allocation Portfolios (ITAPs), and Strategy Based Investing Portfolios (SBIPs). Funds include sector funds, diversified equity funds, fixed income funds, and international funds.

What is ICON's investment approach? +

ICON uses a systematic, quantitative approach called the ICON Value Methodology, which focuses on delivering reliable investment solutions based on projected earnings growth estimates and bond yields to determine whether securities are over- or underpriced.

Where is ICON Advisers headquartered? +

ICON Advisers is headquartered at 8480 E Orchard Road, Suite 1200, Greenwood Village, CO 80111.

What are ICON's client service hours? +

Client Services and Internal Sales Associates are available Monday through Thursday, 8 a.m. – 4 p.m., Mountain Standard Time (MST) and Friday, 8 a.m. – 3 p.m., MST.

Does ICON Advisers claim compliance with GIPS? +

Yes, ICON claims compliance with the Global Investment Performance Standards (GIPS). The periods prior to January 1, 1995 have not been verified.

What is the phone number to contact ICON? +

The main phone number is 1-800-828-4881. For direct shareholders, call 1-800-764-0042.