Colin E. Symons, CFA - Chief Investment Officer and Portfolio Manager
Mr. Symons, who holds the Chartered Financial Analyst designation, is Chief Investment Officer and Portfolio Manager of both the Symons Value and Capital Appreciation Institutional Funds, and
co-manager with Mr. Foran of the Symons Small Cap Institutional Fund. In conjunction with his portfolio management responsibilities, Symons oversees and is principally responsible for the company's
independent equity research. Mr. Symons joined Symons Capital Management in 1997 after working as a software developer in Washington and New York, concentrating on financial services applications
for entities such as Chase Manhattan Bank and the Internal Revenue Service. While he was a software developer, Mr. Symons earned the prestigious designation of Microsoft Certified Solution Developer.
Mr. Symons earned his BA at Williams College in three years, at age 20.
Richard F. Foran, MPH - Vice President, Research and Portfolio Manager
Mr. Foran joined Symons Capital Management as Vice President, Research and Portfolio Manager in 2004, after a highly successful 16-year career in clinical research at The Johns Hopkins University and the University
of Pittsburgh. Mr. Foran, a trained biochemist, was the Coordinator of Clinical Studies at the Health Studies Research Center in the Department of Epidemiology, University of Pittsburgh, with
responsibilities for the administration and management of clinic staff and operations for all research studies conducted in the Center. Mr. Foran holds an undergraduate degree from St.
Francis (PA) University and a Masters of Public Health in Epidemiology from the University of Pittsburgh. Mr. Foran is the co-portfolio manager of the Symons Small Cap strategy, and works daily
with the CIO on the firm's Value and Capital Appreciation equity research.
Edward L. Symons, Jr., J.D. - Chairman and Founder
Mr. Symons is Chairman and Founder of Symons Capital Management. He began his investment career in 1980 as a founder of the company, and has a record of more than 25 years of successful, independent
investment management. Before devoting his full professional attention to Symons Capital Management in 1997, Mr. Symons was a tenured Professor of Law at the University of Pittsburgh School of Law.
Mr. Symons co-authored the principal text then used at American law schools regarding banking law, as well as the only text used for teaching the regulation of financial institutions (covering banks,
insurance companies and securities firms, including mutual funds). Before joining the law faculty, Mr. Symons served as an Assistant Attorney General for the Commonwealth of Pennsylvania, assigned as
Chief Counsel for the Pennsylvania Department of Banking. Mr. Symons earned an undergraduate degree from Cornell University and his law degree (summa cum laude) from the University of Pittsburgh School
of Law. Mr. Symons is a director of St. Clair Hospital, a member of the Hospital's investment committee and was Chairman of the Hospital's foundation from 1996 through 2006.
Michael P. Czajka - President and Chief Executive Officer
Mr. Czajka joined Symons Capital Management in August 2005 as Managing Director. Mr. Czajka is a 25-year veteran of the financial services industry, is principally responsible for institutional
business development for Symons Capital and oversees the firm's Malvern office, which he founded. Mr. Czajka has worked in positions of increasing responsibility for several of the investment
industry's largest firms, such as Schwab Institutional, focusing on service to financial advisers, pension consultants, banks, family offices and retirement plan providers. Immediately before
joining Symons Capital, Mr. Czajka consistently ranked among the most successful sales executives for one of Wall Street's most renowned investment managers, as Vice President of Institutional
Marketing for Fred Alger & Company. Mr. Czajka's entrepreneurial bent includes the experience and challenge of the successful startup, development, operation and ultimate sale of a business in
his native Philadelphia area. In August 2006, Mr. Czajka was promoted to Chief Executive Officer.
Christopher D. Rickard - Chief Operating Officer and Chief Technology Officer
Mr. Rickard joined Symons Capital in 2005 as our Chief Technology Officer, after devoting two decades to technology consultancy in military and commercial contexts. His first professional
experience, as a United States Air Force officer, consisted of work as a systems administrator and integrator in the United States and in Europe. After seven years of active military duty,
Mr. Rickard left the military as an Air Force Captain and turned to entrepreneurship. He developed a thriving independent software consulting company in the Washington-Baltimore region,
specializing in database applications and software development for clients such as NASDAQ, Fannie Mae and Coopers & Lybrand. Mr. Rickard earned a bachelor's degree in Industrial Engineering
and Operating Research at Syracuse University, and holds a master's degree in Computer Information Systems from Boston University. After revamping our technology infrastructure, Mr. Rickard
took on the broader role of Chief Operating Officer in 2006, applying his skills to the management and improvement of our internal operations structure and efficiency.
Vicki Lynn Ellis - Chief Compliance Officer
Ms. Ellis joined Symons Capital Management in 2001 as Executive Vice President . Ms. Ellis brought over two decades of securities industry experience to Symons Capital Management, in particular
with respect to sales management, compliance and portfolio administration. Prior to joining Symons Capital Management, Ms. Ellis served as Vice President of Operations and Branch Operations Manager
for Smith Barney for fifteen years, and as an Associate Financial Adviser with Legg Mason for three years. She is an honors graduate of the University of Pittsburgh. In 2006, Ms. Ellis was named our
Chief Compliance Officer as she leads our efforts to meet and exceed the CFA Institute's Global Investment Performance Standards and the SEC's compliance requirements, in addition to her daily customer
relationship management role.
Terri L. Svidro - Vice President, Administration
Ms. Svidro joined Symons Capital Management in 1997 after a wide array of experience at the University of Pittsburgh. Ms. Svidro worked for 15 years in the School of Law Dean's office, budget office
and faculty support department. As the school's budget director, she managed a $20 million annual budget. Ms. Svidro earned a degree in biology from the University of Pennsylvania. She oversees
the firm's budget & financial operations, as well as the daily processing of the firm's client and portfolio data.
Mr. Fournier joined Symons Capital Management in 2007 as Vice President, Trading, where he works closely with our CIO and our Vice President, Research in implementing the firm's portfolio
management decisions. He brought to Symons Capital over 16 years of financial industry and accounting experience. For the previous eight years, Mr. Fournier held positions of increasing
responsibility with Sovereign Bank, one of the twenty largest banks in the United States, ultimately serving as Vice President, Director of Regulatory Reporting. Earlier in his career,
he spent four years in auditing and four years in capital leasing, gaining numerous promotions. Mr. Fournier earned his degree in Business Administration, with a major in Accounting,
from Slippery Rock University.
Margaret E. Svidro - Vice President, Support Services
Ms. Svidro joined Symons Capital Management in 2007 after a 33 year career at the University of Pittsburgh involving a range of responsibilities, ultimately serving as Financial Coordinator, Payroll.
Ms. Svidro earned her degree in history from the University of Pittsburgh, and holds a Public Notary commission in Pennsylvania. Her responsibilities at Symons Capital encompass a wide array
of support services, including new accounts processing, individual client services and liaison with custodians of clients' assets.
Evan T. Kellenberger - Vice President, Institutional Marketing
Mr. Kellenberger joined Symons Capital Management as Vice President, Institutional Marketing in July 2008. For the previous four years, Mr. Kellenberger held various positions with
the Institutional Wealth Services Group of Fidelity Investments, which provides trading and custody services to fee-only Registered Investment Advisers. Before then Mr. Kellenberger held a variety
of positions of increasing responsibility within the Fidelity retail marketplace. Overall, Mr. Kellenberger brings to Symons Capital Management more than 14 years of financial services industry experience.
He earned his degree in Business Administration from Capital University. His responsibilities at Symons Capital Management encompass the full range of marketing the SCM separate account strategies
and mutual funds to other RIA’s, Investment Management Consultants and 401-k plans.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The Funds' prospectus contains this and other information about the Funds, and should be read carefully before investing. You may obtain a current copy of the Funds' prospectus by calling 1-877-679-6667. The Funds' past performance does not guarantee future results. The investment return and principal value of an investment in the Funds will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Funds may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-877-679-6667. The Symons Institutional Funds are distributed by Unified Financial Securities, Inc., 2960 N. Meridian Street, Suite 300, Indianapolis, IN 46208-4715 (Member FINRA).
Symons Inst. Funds Prospectus
