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 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.
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Verified contacts
14
available on Kipplo
LinkedIn employees
36
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
3
tools in use
Monthly traffic
655
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- KS
Kevin Scott
Marketing Director · Advertising & Marketing
EmailPhone - CM
Chad Morris
Regional Vice President - Icon Advisers · Sales & Business Development
EmailPhone - JP
Jerry Paul
Senior Vice President of Fixed Income - Portfolio Manager · Other
EmailPhone - JR
Justin Ross
Regional Vice President · Sales & Business Development
EmailPhone - BC
Brian Callahan
President · General Business & Management
EmailPhone - JH
Justin Harrison
Regional Vice President · Sales & Business Development
EmailPhone - KW
Kathy Webber
Team Lead and Internal Sales Associate · Other
EmailPhone - MD
Michelle Ditocco
Executive Assistant to Shawn Martin · Other
EmailPhone
Showing 8 of 14 verified contacts
Top roles at Icon Advisers, Inc
12 distinct titles indexed · top 10 shown.
- 2regional vice president
- 1business intelligence specialist
- 1executive assistant to shawn martin
- 1executive vice president and gc
- 1human resources
- 1marketing director
- 1marketing team lead
- 1operations
- 1president
- 1regional vice president - icon advisers
- +2more titles
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