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
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PUTTING INVESTORS FIRST
When you invest in an ICON portfolio, you hire a firm that is dedicated to following industry standards for regulatory compliance, performance reporting, and portfolio review. Learn more about ICON’s Corporate Codes & Policies.
Striving to Keep Your Investments Safe and Private
Electronic safety and privacy are on investors’ minds more than ever before. Your peace of mind is as important as the safety of your data. In the event of a business disruption, ICON protects the privacy of your investments with defined procedures and policies. Read ICON’s Business Continuity Plan.
ICON INVESTMENT COMMITTEE
The ICON team is comprised of individuals who take a rational approach to investing. Our disciplined investment methodology directs the management of investor accounts. We invite you to read more about the ICON Investment Team.
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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.