About ICON Advisers
Dr. Craig Callahan founded ICON over 30 years ago in 1986. He based ICON’s core investment methodology on two related ideas: emotions do not belong in investing and investing should be unbiased to trends, global events or market shifts. ICON employs its disciplined investment methodology, which is rooted in the fundamentals of finance, to compute intrinsic value.
Determining the intrinsic value of each security within our investment universe allows us to value industries, sectors and, finally, the overall market. With this information, we employ an active, tactical, industry-rotation process that tilts our Funds to undervalued areas of the market in an attempt to outperform passive investments.
ICON offers a diverse lineup of 7 mutual funds, made up of 4 Sector Funds, 2 Diversified Funds, and a Fixed Income Fund, along with 8 Tactical Allocation Portfolios (ITAPs) and 3 Strategy Based Investing Portfolio (SBIPs). With ICON’s broad scope and our commitment to uncovering value across the market, our funds can accommodate a wide range of investment needs.
By taking the subjectivity out of investing and not reacting to daily headlines, we believe that we can properly determine the intrinsic value of each company in our investment universe. As an active manager, ICON uses a disciplined, bottom-up, industry rotation-based system to serve both advisers and investors. Contact us for ICON product information.
Vision Statement
To be a trusted partner that provides innovative and disciplined wealth management solutions while maintaining a focus on financial ethics, good corporate governance, and independent industry knowledge
Mission Statement
At ICON Advisers, our mission is to provide clients and partners with a suite of products and services designed to meet varied investment goals, based on our active and disciplined valuation process. As an independent family-owned and operated firm, we are committed to developing and maintaining long-standing partnerships based on trust and a client-first focus. ICON strives to embody the highest standards of integrity and business principles. Using our extensive experience and resources, we seek to empower our partners with the tools to help them achieve their investment objectives.
ICON’S HISTORY
1985
Dr. Callahan is a professor of Finance at the University of Denver.
1986
Dr. Callahan founds the predecessor firm to ICON implementing a modified version of Benjamin Graham’s valuation model.
1986
Dr. Callahan begins managing client accounts.
1993
ICON launches its first Tactical Allocation Portfolios (ITAPs), now the U.S. Growth, U.S. Moderate, and U.S. Conservative Portfolios.
1994
ICON launches the current International Growth, Global Growth, and Global Moderate Portfolios.
1995
ICON launches the Global Conservative Portfolio.
1997
The ICON family of sector and international mutual funds is launched to more fully implement the valuation methodology developed by Dr. Callahan.
2002
ICON launches its Diversified and Bond mutual funds, further expanding its fund offerings.
2009
ICON enhances its proprietary valuation model.
2011
ICON launches the Strategy Based Investing Portfolios (SBIPs), based on research in behavioral finance.
2012
ICON builds a retirement and income-focused ITAP: the U.S. Income Portfolio.
2012
ICON opens the ICON Opportunities Fund, managed by Dr. Craig Callahan.
2016
ICON celebrates its 30-Year Anniversary.
2020
ICON consolidates its fund offerings to better suit a variety of investor and advisor investment goals.
The Future and Beyond
Reflecting on more than three decades of serving financial advisers, the dedicated team of investment professionals at ICON Advisers looks forward to what the next 30 years will bring.
ICON ’s value-based investing model is an analytical, quantitative approach to investing that employs various factors, including projected earnings growth estimates, 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 not guarantees of future results. 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