Using a proprietary value-based investment methodology, ICON Advisers provides a disciplined approach to investing independent of market conditions and interest rates. ICON doesn’t follow headlines, chase trends, or time the market. Following the numbers, ICON uses value as a guide.
In the world of managed accounts, generating income today may look much different due to increased interest rates, market volatility, and an increasing retirement age. ICON’s U.S. Income portfolio was designed as a core, income-oriented strategy with long-term income planning as the primary objective. It uses a mix of sector, diversified equity, and fixed income investments to simultaneously produce income and preserve capital while providing diversification, stability, and potential growth. The portfolio has the potential to help temper the effects of market volatility and increasing interest rates using this balance of bonds and income-oriented equities.
ICON also offers Strategy-based Investing models (SBI), providing access to a portfolio of money managers that we believe represent the best managers using the best investment strategies – as defined by a proprietary algorithm designed to identify strategies that may outperform the market.
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. An investment concentrated in sectors and industries may involve greater risk and volatility than a more diversified investment. Investing in fixed income securities such as bonds involves interest rate risk. When interest rates rise, the value of fixed income securities generally decreases. High-yield bonds involve a greater risk of default and price volatility than U.S. Government and other higher-quality bonds. There are risks associated with small- and mid-cap investing such as less liquidity, limited product lines, and small market share.
ICON’s value-based investing model is an analytical, quantitative approach to investing that employs various factors, including projected earnings growth estimates and bond yields, in an effort to determine whether securities are over- or underpriced relative to ICON’s estimates of their intrinsic value. ICON’s value approach involves forward-looking statements and assumptions based on judgments and projections that are neither predictive nor guarantees of future results. Value readings are contingent on several variables including, without limitation, earnings, growth estimates, interest rates and overall market conditions. Although valuation readings serve as guidelines for our investment decisions, we retain the discretion to buy and sell securities that fall beyond these guidelines as needed. Value investing involves risks and uncertainties and does not guarantee better performance or lower costs than other investment methodologies.
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.