ICON Advisers, Inc. — Contact Email, Phone & Team

Overview

ICON Advisers, Inc. is a Denver-based investment management firm that offers a range of investment strategies to clients. The firm specializes in systematic and quantifiable investment approaches, utilizing a proprietary valuation model and an active rotation-based strategy to deliver reliable investment solutions across various mutual funds and portfolios. ICON's product offerings include flexible bond funds, tactical allocation portfolios, and strategy-based investing portfolios, catering to both individual and institutional investors. The firm's analytical approach evaluates securities based on their intrinsic value, aiming to identify underpriced assets relative to projected earnings growth estimates and bond yields. ICON's investment philosophy emphasizes a disciplined, objective, and non-emotional methodology to identify industries and sectors that are underpriced relative to their intrinsic value. This approach involves forward-looking statements and assumptions based on judgments and projections that are neither predictive nor guarantees of future results. Value investing involves risks and uncertainties and does not guarantee better performance or lower costs than other investment methodologies. As of December 31, 2023, ICON Advisers had $628 million in total assets under management. Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. There is no assurance that the investment process will consistently lead to successful results. Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus contains this and other information about the Funds; please read the prospectus carefully before investing. RFS Partners, Distributor. ICON Funds are offered only to U.S. citizens or residents of the U.S., and the information is intended only for such persons. Nothing should be considered a solicitation to buy or an offer to sell shares of any ICON Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. ICON Advisers, Inc. is the sub-adviser to the ICON Funds. RFS Partners is the distributor of the ICON Funds.

Investment Focus

Accredited investors only
Compliance with ICON's investment criteria

Portfolio Companies

AppleMicrosoftAmazonAlphabetFacebookJohnson & JohnsonExxonMobilProcter & GambleVisaPfizerTeslaBerkshire HathawayWalmartCoca-ColaIntelPepsiCoHome DepotIBMMcDonald's

Reach ICON Advisers, Inc. directly

Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.

Unlock full contacts →

Frequently asked questions about ICON Advisers, Inc.

What sectors does ICON Advisers, Inc. invest in?

ICON Advisers, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Colorado, United States. ICON Advisers, Inc. is listed as a private investment firm in the ConnectSafely investor database.