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Jerry Paul Email
SVP Fixed Income - Portfolio Manager . ICON Advisers
Greenwood Village, CO
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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. Consider the investment objectives, risks, charges, expenses, and share classes of each ICON Fund carefully before investing. The prospectus, summary prospectus, and the statement of additional information contain this and other information about the Funds and are available by visiting InvestwithICON.com or calling 1-800-828-4881. Please read the prospectus, summary prospectus, and the statement of additional information carefully before investing. Please visit ICON online at InvestwithICON.com or call 1-800-828-4881 for the most recent copy of ICON’s Form ADV, Part 2. ICON Advisers, Inc. is the adviser to the ICON Funds. ICON Distributors, Inc. is the distributor of the ICON Funds. ICON Advisers, Inc. and ICON Distributors, Inc. are affiliates. © 2018 ICON DistributorsSM All Rights Reserved.ICON Advisers Address
5299 DTC BoulevardGreenwood Village, CO
United States