ICON Tactical Allocation Portfolios (ITAPs)
The Advantages of the ICON Investment System
ICON’s approach within our Tactical Allocation Portfolios is geared toward taking advantage of opportunities in an actively moving market, rotating in and out of certain investments based on valuation levels. We make tactical portfolio allocation changes by rotating through market sectors and actively managing allocations of domestic and international equities, fixed income, and cash positions.
ICON offers 8 Tactical Allocation Portfolios ranging from more conservative, income-focused solutions through growth-focused solutions, to meet a variety of investor needs.
This relative risk profile shows our assessment of the potential volatility of the ICON-managed portfolios relative to one another and should not be used to compare the portfolios to other types of investments. Each portfolio has its own strategy and risk/reward profile, and a portfolio’s risk profile is subject to change.
Portfolio Performance
Keep up with monthly performance returns and the current positioning of the ICON Tactical Allocation Portfolios.
Portfolio Documents
ITAPs Available to Investors
| | Domestic | International | Global |
|---|---|---|---|
| Growth | U.S. Growth Portfolio | International Growth Portfolio | Global Growth Portfolio |
| Moderate | U.S. Moderate Portfolio | | Global Moderate Portfolio |
| Conservative | U.S. Conservative Portfolio U.S. Income Portfolio | | Global Conservative Portfolio |
Account Paperwork, Regulatory Documents and Client Materials
Easily access key portfolio information.
Helping Your Practice
ICON makes it easy to manage your growing practice. Use this website to view sales materials for your office, obtain paperwork to open an account, process account changes, or view important documents such as management agreements.