• SYSTEMATIC INVESTING WITHOUT THE NOISE

    ICON’s Value Methodology is a systematic and quantifiable approach that focuses on delivering reliable investment solutions. As an active, value-based investment firm, we offer a variety of funds to help position your portfolio for long-term success.

    Click here for more details on ICON’s Valuation Process

    Read More

  • ICON FUNDS IN FOCUS

    The ICON Flexible Bond Fund uses an active and opportunistic approach to navigate today’s changing fixed income environment.
    See how the ICON Flexible Bond Fund may help diversify your Fixed Income portfolio

    Explore the fund

  • VALUE INSIGHTS FROM ICON’S FOUNDER

    Dr. Craig Callahan founded ICON Advisers, Inc. in 1986 after developing the proprietary valuation model that is the foundation for ICON’s investment process. Combined with an active, rotation-based approach
    we invest based on the numbers and not the hype.

    Click below for insights from over 35 years of industry experience.

    Learn MoreRead More
123

ICON Mutual Funds

Access ICON’s exclusive valuation model with a line-up of mutual funds designed to help advisers and their clients achieve a wide range of investment goals.

  • Blended Sector Funds
  • Diversified Equity Funds
  • Fixed Income Fund
Read more

ICON Tactical Allocation Portfolios (ITAPs)

Introduce investors to the ITAPs and take advantage of ICON’s tactical, sector rotation system using the combined of the power of our best proprietary Funds.

  • Domestic Portfolios
  • International Portfolios
  • Global Portfolios
Learn more

Strategy Based Model Portfolios (SBIPs)

Choose ICON SBIPs, portfolios utilizing research founded in behavioral finance to provide access to only the top performing strategic funds.

  • Global Growth Portfolio
  • Global Moderate Portfolio
  • Global Conservative Portfolio
View more

Broker Check

Use BrokerCheck, hosted by the Financial Industry Regulatory Authority (FINRA), to check the background of your investment professional.

Literature and Forms

Access ICON prospectuses, annual reports, fund fact sheets, forms and more here.

Mutual Fund Literature | Portfolio Solutions Literature

Literature/Form Quick Search:

Tax Center

Find all tax-related ICON Fund information here.

Visit the Tax Center
ICON Advisers

Location

ICON Advisers, Inc.
8480 E Orchard Road, Suite 1200
Greenwood Village, CO 80111

Get directions »

Contact ICON
Contact ICON’s Sales Team

Call

1-800-828-4881

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

Fax*

ICON Advisers, Inc.
Attn: Operations Department
1-303-790-8246

*Please note original documents may be required. Please contact ICON’s Operations Department at 1-800-828-4881 with questions.

Form ADV

Please click here for the most recent copy of ICON’s Form ADV, Part 2.
Click here for the most recent copy of ICON’s Form ADV, Part 3 (Form CRS).

ICON’s value-based investing model is an analytical, quantitative approach to investing that employs various factors, including projected earnings growth estimates and bond yields, in an effort to determine whether securities are over- or underpriced relative to ICON’s estimates of their intrinsic value. ICON’s value approach involves forward-looking statements and assumptions based on judgments and projections that are neither predictive nor guarantees of future results. Value readings are contingent on several variables including, without limitation, earnings, growth estimates, interest rates and overall market conditions. Although valuation readings serve as guidelines for our investment decisions, we retain the discretion to buy and sell securities that fall beyond these guidelines as needed. Value investing involves risks and uncertainties and does not guarantee better performance or lower costs than other investment methodologies