Don’t Fight the Fed
Over the last two weeks, I have seen one of the most amazing things I have seen in all my years of watching the financial markets. Two weeks ago M1 grew…
ICON Mutual Funds
Access ICON’s disciplined, valuation model with our line-up of 7 newly reorganized family mutual funds.
- Sector Funds
- Diversified Funds
- Fixed Income Funds
ICON Tactical Allocation Portfolios (ITAPs)
Introduce investors to ITAPs and take advantage of the power of ICON’s tactical, sector rotation system.
- Domestic Portfolios
- International Portfolios
- Global Portfolios
Strategy Based Investing Portfolios (SBIPs)
Choose ICON SBIPs, portfolios utilizing research rooted in behavioral finance.
- Global Growth Portfolio
- Global Moderate Portfolio
- Global Conservative Portfolio
ICON News and Views
Stay abreast of the latest investment articles, blogs, media mentions, including useful tools and tips from the ICON team.
In the Press
We invite members of the financial media to use this page as a resource to find relevant information quickly and easily.
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.
Location
ICON Advisers, Inc.
8480 E Orchard Road, Suite 1200
Greenwood Village, CO 80111
Fax*
ICON Advisers, Inc.
Attn: Operations Department
1-303-790-8246
Call
1-800-828-4881
Internal Sales Associates are available Monday through Friday, 8 a.m. – 4 p.m., Mountain Standard Time (MST)
*Please note original documents may be required. Please contact ICON’s Operations Department at 1-800-828-4881 with questions.
P
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
ICON Advisers, Inc.
8480 E Orchard Road, Suite 1200
Greenwood Village, CO 80111
Real Interest Rates: A “Perfect Storm” for Fixed Income Investors
/0 Comments/in Highlight Article, ICON Articles, Jerry Paul, News /by Kevin ScottDriven largely by the lack of real interest rates, bond investors are faced with a “Perfect Storm,” resulting in historically low interest rates with real interest rates explaining the largest part of the problem. This paper will discuss this environment.