ICON Advisers, Inc.

ICON Advisers, Inc. is a boutique investment firm based in Greenwood Village, Colorado. ICON was founded by Dr. Craig Callahan in 1986 after he developed the proprietary valuation model that would become ICON’s core investment strategy. Since its inception, ICON has employed a disciplined investment approach to the way we manage assets in order to make clear, objective investment decisions. 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 to undervalued areas of the market in an attempt to outperform passive investments. Today, ICON offers a diverse lineup of mutual funds, Tactical Allocation Portfolios, and Strategy Based Investing Portfolios providing a wide spectrum of investment options. With our broad scope and commitment to uncovering value, our Funds and Portfolios can accommodate a wide range of investment needs. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal. Our posts are intended for informational purposes only and should not be considered investment advice. By visiting our social media account, you agree to ICON's Privacy Policy. Please review this important notice available on our website for detailed information. Please read the prospectus and the statement of additional information carefully before investing. Please visit ICON online at www.ICONAdvisers.com or call 1-800-828-4881 for the most recent copy of ICON’s Form ADV, Part 2. ICON Advisers, Inc. is the sub-adviser to the ICON Funds. © 2024 ICON Advisers® All Rights Reserved.