ICON’S HISTORY<! ========= Cool Timeline PRO 2.7 =========>
1985Dr. Callahan is a professor of Finance at the University of Denver.
1986Dr. Callahan founds the predecessor firm to ICON implementing a modified version of Benjamin Graham’s valuation model.
1993ICON launches its first Tactical Allocation Portfolios (ITAPs), now the U.S. Growth, U.S. Moderate, and U.S. Conservative Portfolios.
1994ICON launches the current International Growth, Global Growth, and Global Moderate Portfolios.
1995ICON launches the Global Conservative Portfolio.
1997The ICON family of sector and international mutual funds is launched to more fully implement the valuation methodology developed by Dr. Callahan.
2002ICON launches its Diversified and Bond mutual funds, further expanding its fund offerings.
2009ICON enhances its proprietary valuation model.
2011ICON launches the Strategy Based Investing Portfolios (SBIPs), based on research in behavioral finance.
2012ICON builds a retirement and income-focused ITAP: the U.S. Income Portfolio.
2012ICON opens the ICON Opportunities Fund, managed by Dr. Craig Callahan.
2016ICON celebrates its 30-Year Anniversary.
2020ICON consolidates its fund offerings to better suit a variety of investor and advisor investment goals.
The Future and BeyondReflecting 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.