ICON Advisers, Inc. (“ICON”) is a registered investment adviser incorporated in 1991. ICON uses a disciplined, objective, non-emotional methodology to identify industries and sectors that our methodology suggests are underpriced relative to our calculation of intrinsic value. ICON utilizes sector and industry rotation to invest in U.S. and foreign securities of any market capitalization. ICON offers its disciplined, objective, non-emotional methodology across a wide range of portfolio solutions, including tactical fund allocation portfolios, diversified and sector mutual funds, as well as diversified and concentrated separate accounts.
ICON claims compliance with the Global Investment Performance Standards (GIPS®). The periods prior to January 1, 1995 have not been verified. 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.InvestwithICON.com
. Additional information regarding ICON’s policies for calculating and reporting returns is available upon request.
This verification illustrates ICON's commitment to fair representation and full disclosure, as well as consistency and comparability of investment management performance. It also represents our focus on helping investors to make valid performance comparisons.
To receive a list and descriptions of ICON’s active composites and/or a presentation that adheres to the GIPS-PPS, see below.