ICON Advisers, Inc.

www.iconadvisers.com

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 and the statement of additional information contain this and other information about the Funds and are available by visiting www.ICONAdvisers.com or calling 1-800-828-4881. 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. © 2022 ICON Advisers® All Rights Reserved.

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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 and the statement of additional information contain this and other information about the Funds and are available by visiting www.ICONAdvisers.com or calling 1-800-828-4881. 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. © 2022 ICON Advisers® All Rights Reserved.

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Country

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State

Colorado

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City (Headquarters)

Greenwood Village

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Employees

11-50

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Founded

1986

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Estimated Revenue

$10,000,000 to $50,000,000

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  • Divisional Vice President

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  • Regional Vice President - Icon Advisers

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