ICON Advisers, Inc. Email Format
Financial ServicesColorado, United States11-50 Employees
ICON Advisers, Inc. is a boutique investment firm based in Greenwood Village, Colorado. It was founded in 1986 by Dr. Craig Callahan after he developed a proprietary valuation model that underpins its investment approach. The firm pursues a disciplined process to determine the intrinsic value of securities within its universe, enabling assessment of industries, sectors, and the broader market. To capitalize on undervalued opportunities, it uses an active, tactical, industry-rotation strategy aimed at outperforming passive investments. It offers a range of investment products, including mutual funds, Tactical Allocation Portfolios, and Strategy Based Investing Portfolios, designed to accommodate diverse investment needs. ICON Advisers, Inc. serves as the sub-adviser to the ICON Funds. The firm emphasizes that past performance is not indicative of future results and notes that investors should review the prospectus and Form ADV for complete details on its offerings and disclosures.