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Symons Institutional Funds
c/o Ultimus Fund Solutions, LLC
P.O. Box 46707
Cincinnati, Ohio 45246

Toll free: 877-6-SYMONS
                 (877-679-6667)
FAX: 877-513-0756 

FINRA's BrokerCheck
Check the background of Symons Value Institutional Fund's distributor, Unified Financial Securities, LLC.
   |   Thursday, September 29, 2016  
 

"The core of our investment philosophy has never changed. For more than 25 years we have invested side-by-side with our clients, always focused on the goal of long-term total return."

Edward L. Symons, Jr. - Founder

Introduction

Thank you for your interest in Symons Capital Management. We are a registered investment adviser focused on one activity for one purpose -- independent stock selection and portfolio management with the objective of long-term wealth accumulation.

This website contains extensive information about Symons Capital Management. Its purpose is to give you sufficient knowledge about us so that you have a sound understanding of what we do, who we are, how we have performed, and how we do our stock selection and portfolio management work. We want our clients to have realistic expectations of the risks and rewards involved, as well as a sense of comfort with, and a sense of control over, the assets we are managing for you.

We believe the long-term values we offer to our clients are investment performance, experience, discipline, intellectual independence, and accessibility.

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, LLC (Member FINRA).

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